Wealth Forward LLC’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 | $766K | Buy |
2,521
+268
| +12% | +$81.5K | 0.51% | 19 |
|
|
2025
Q1 | $619K | Buy |
2,253
+211
| +10% | +$58K | 0.44% | 20 |
|
|
2024
Q4 | $592K | Buy |
2,042
+58
| +3% | +$16.8K | 0.42% | 20 |
|
|
2024
Q3 | $562K | Buy |
1,984
+104
| +6% | +$29.4K | 0.39% | 22 |
|
|
2024
Q2 | $503K | Buy |
1,880
+19
| +1% | +$5.08K | 0.39% | 22 |
|
|
2024
Q1 | $484K | Buy |
1,861
+9
| +0.5% | +$2.34K | 0.38% | 24 |
|
|
2023
Q4 | $439K | Buy |
+1,852
| New | +$439K | 0.37% | 23 |
|