Waterfront Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$432K Sell
2025
Q2
$406K Buy
2025
Q1
$304K Sell
2024
Q4
$357K Buy
2024
Q3
$349K Sell
2024
Q2
$334K Sell
2024
Q1
$376K Buy
2023
Q4
$344K Buy
2023
Q3
$289K Buy
2023
Q2
$311K Sell
2023
Q1
$282K Buy
2022
Q4
$278K Sell
2022
Q3
$310K Buy
2022
Q2
$264K Buy
2022
Q1
$306K Buy
2021
Q4
$323K Buy
2021
Q3
$286K Buy
2021
Q2
$268K Buy
2021
Q1
$226K Buy