Watershed Private Wealth’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 | $2.31M | Sell |
7,607
-12
| -0.2% | -$3.65K | 0.84% | 27 |
|
|
2025
Q1 | $2.09M | Buy |
7,619
+1
| +0% | +$275 | 0.84% | 26 |
|
|
2024
Q4 | $2.21M | Buy |
7,618
+1
| +0% | +$290 | 0.86% | 25 |
|
|
2024
Q3 | $2.16M | Buy |
7,617
+3
| +0% | +$849 | 0.86% | 25 |
|
|
2024
Q2 | $2.04M | Sell |
7,614
-317
| -4% | -$84.8K | 0.87% | 26 |
|
|
2024
Q1 | $2.06M | Sell |
7,931
-2,953
| -27% | -$767K | 0.91% | 26 |
|
|
2023
Q4 | $2.58M | Sell |
10,884
-401
| -4% | -$95.1K | 1.43% | 24 |
|
|
2023
Q3 | $2.4M | Buy |
11,285
+45
| +0.4% | +$9.56K | 1.48% | 26 |
|
|
2023
Q2 | $2.48M | Sell |
11,240
-999
| -8% | -$220K | 1.5% | 27 |
|
|
2023
Q1 | $2.5M | Buy |
12,239
+922
| +8% | +$188K | 1.69% | 22 |
|
|
2022
Q4 | $2.16M | Buy |
+11,317
| New | +$2.16M | 1.64% | 21 |
|