Waterway Wealth Management’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 | $680K | Sell |
2,238
-5,534
| -71% | -$1.68M | 0.21% | 50 |
|
|
2025
Q1 | $2.14M | Sell |
7,772
-427
| -5% | -$117K | 0.89% | 15 |
|
|
2024
Q4 | $2.38M | Sell |
8,199
-472
| -5% | -$137K | 1.05% | 15 |
|
|
2024
Q3 | $2.45M | Buy |
8,671
+145
| +2% | +$41.1K | 1.05% | 16 |
|
|
2024
Q2 | $2.28M | Sell |
8,526
-1,105
| -11% | -$296K | 1.12% | 14 |
|
|
2024
Q1 | $2.5M | Sell |
9,631
-218,172
| -96% | -$56.7M | 1.1% | 11 |
|
|
2023
Q4 | $3.05M | Buy |
+227,803
| New | +$3.05M | 1.27% | 12 |
|