TSWM
Tyler-Stone Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Sell |
22,285
-780
| -3% | -$237K | 1.09% | 20 |
|
|
2025
Q1 | $6.34M | Buy |
23,065
+917
| +4% | +$252K | 1.14% | 20 |
|
|
2024
Q4 | $6.42M | Sell |
22,148
-839
| -4% | -$243K | 1.14% | 17 |
|
|
2024
Q3 | $6.51M | Buy |
22,987
+12,767
| +125% | +$3.62M | 1.23% | 17 |
|
|
2024
Q2 | $2.73M | Buy |
10,220
+1,269
| +14% | +$339K | 1.12% | 17 |
|
|
2024
Q1 | $2.33M | Buy |
8,951
+499
| +6% | +$130K | 1.03% | 20 |
|
|
2023
Q4 | $2M | Buy |
8,452
+358
| +4% | +$84.9K | 1% | 22 |
|
|
2023
Q3 | $1.72M | Sell |
8,094
-102
| -1% | -$21.7K | 0.98% | 25 |
|
|
2023
Q2 | $1.81M | Buy |
+8,196
| New | +$1.81M | 1.02% | 22 |
|
|
2022
Q4 | $1.64M | Sell |
8,567
-79
| -0.9% | -$15.1K | 1.11% | 20 |
|
|
2022
Q3 | $1.55M | Buy |
8,646
+210
| +2% | +$37.7K | 1.18% | 19 |
|
|
2022
Q2 | $1.59M | Buy |
8,436
+392
| +5% | +$73.9K | 1.06% | 23 |
|
|
2022
Q1 | $1.83M | Sell |
8,044
-68
| -0.8% | -$15.5K | 1.01% | 23 |
|
|
2021
Q4 | $1.96M | Buy |
+8,112
| New | +$1.96M | 1.04% | 22 |
|