Twin Peaks Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
3,409
+1,751
| +106% | +$554K | 0.35% | 59 |
|
|
2025
Q1 | $437K | Sell |
1,658
-246
| -13% | -$64.9K | 0.2% | 92 |
|
|
2024
Q4 | $552K | Hold |
1,904
| – | – | 0.23% | 73 |
|
|
2024
Q3 | $539K | Sell |
1,904
-154
| -7% | -$43.6K | 0.25% | 70 |
|
|
2024
Q2 | $551K | Sell |
2,058
-23
| -1% | -$6.15K | 0.27% | 72 |
|
|
2024
Q1 | $541K | Sell |
2,081
-1,159
| -36% | -$301K | 0.3% | 66 |
|
|
2023
Q4 | $769K | Buy |
+3,240
| New | +$769K | 0.49% | 43 |
|