4WM
4J Wealth Management’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 | $616K | Hold |
2,026
| – | – | 0.42% | 45 |
|
|
2025
Q1 | $557K | Hold |
2,026
| – | – | 0.44% | 44 |
|
|
2024
Q4 | $587K | Sell |
2,026
-10
| -0.5% | -$2.9K | 0.48% | 38 |
|
|
2024
Q3 | $576K | Sell |
2,036
-144
| -7% | -$40.8K | 0.45% | 42 |
|
|
2024
Q2 | $583K | Buy |
2,180
+32
| +1% | +$8.56K | 0.48% | 39 |
|
|
2024
Q1 | $558K | Sell |
2,148
-73
| -3% | -$19K | 0.48% | 41 |
|
|
2023
Q4 | $527K | Sell |
2,221
-56
| -2% | -$13.3K | 0.48% | 46 |
|
|
2023
Q3 | $484K | Sell |
2,277
-32
| -1% | -$6.8K | 0.48% | 47 |
|
|
2023
Q2 | $509K | Sell |
2,309
-20
| -0.9% | -$4.41K | 0.49% | 47 |
|
|
2023
Q1 | $475K | Sell |
2,329
-9
| -0.4% | -$1.84K | 0.51% | 46 |
|
|
2022
Q4 | $447K | Sell |
2,338
-110
| -4% | -$21K | 0.52% | 45 |
|
|
2022
Q3 | $439K | Buy |
2,448
+19
| +0.8% | +$3.41K | 0.56% | 40 |
|
|
2022
Q2 | $458K | Buy |
2,429
+4
| +0.2% | +$754 | 0.58% | 37 |
|
|
2022
Q1 | $552K | Buy |
2,425
+77
| +3% | +$17.5K | 0.48% | 38 |
|
|
2021
Q4 | $567K | Buy |
2,348
+80
| +4% | +$19.3K | 0.48% | 41 |
|
|
2021
Q3 | $504K | Hold |
2,268
| – | – | 0.44% | 44 |
|
|
2021
Q2 | $505K | Hold |
2,268
| – | – | 0.44% | 43 |
|
|
2021
Q1 | $469K | Sell |
2,268
-10
| -0.4% | -$2.07K | 0.44% | 45 |
|
|
2020
Q4 | $443K | Buy |
+2,278
| New | +$443K | 0.43% | 46 |
|