Wealth Management Partners’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 | $295K | Hold |
964
| – | – | 0.1% | 114 |
|
|
2025
Q1 | $265K | Sell |
964
-58
| -6% | -$15.9K | 0.12% | 101 |
|
|
2024
Q4 | $296K | Hold |
1,022
| – | – | 0.13% | 99 |
|
|
2024
Q3 | $289K | Sell |
1,022
-74
| -7% | -$21K | 0.13% | 93 |
|
|
2024
Q2 | $293K | Sell |
1,096
-38
| -3% | -$10.2K | 0.14% | 85 |
|
|
2024
Q1 | $295K | Hold |
1,134
| – | – | 0.15% | 95 |
|
|
2023
Q4 | $269K | Buy |
1,134
+2
| +0.2% | +$474 | 0.15% | 96 |
|
|
2023
Q3 | $241K | Hold |
1,132
| – | – | 0.15% | 99 |
|
|
2023
Q2 | $249K | Buy |
+1,132
| New | +$249K | 0.16% | 102 |
|
|
2021
Q1 | – | Sell |
-1,060
| Closed | -$213K | – | 129 |
|
|
2020
Q4 | $213K | Buy |
+1,060
| New | +$213K | 0.17% | 111 |
|