WP
Westmount Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Buy |
19,761
+8,882
| +82% | +$2.7M | 1.65% | 13 |
|
|
2025
Q1 | $2.99M | Sell |
10,879
-33
| -0.3% | -$9.07K | 0.91% | 21 |
|
|
2024
Q4 | $3.16M | Sell |
10,912
-38
| -0.3% | -$11K | 0.96% | 22 |
|
|
2024
Q3 | $3.1M | Buy |
10,950
+1
| +0% | +$283 | 0.93% | 25 |
|
|
2024
Q2 | $2.93M | Buy |
10,949
+317
| +3% | +$85K | 0.97% | 21 |
|
|
2024
Q1 | $2.76M | Buy |
10,632
+2,250
| +27% | +$585K | 0.99% | 22 |
|
|
2023
Q4 | $1.99M | Sell |
8,382
-2,009
| -19% | -$477K | 0.81% | 26 |
|
|
2023
Q3 | $2.21M | Buy |
10,391
+4,045
| +64% | +$859K | 0.97% | 22 |
|
|
2023
Q2 | $1.4M | Buy |
6,346
+90
| +1% | +$19.8K | 0.61% | 37 |
|
|
2023
Q1 | $1.28M | Buy |
6,256
+3
| +0% | +$612 | 0.59% | 35 |
|
|
2022
Q4 | $1.2M | Buy |
+6,253
| New | +$1.2M | 0.62% | 34 |
|