Wealth Management Partners’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 | $316K | Hold |
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|
2025
Q2 | $295K | Hold |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $296K | Hold |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $293K | Sell |
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|
2024
Q1 | $295K | Hold |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $249K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $213K | Buy |
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