AWS
AJ Wealth Strategies’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.95M | Buy |
40,627
+2
| +0% | +$441 | 0.43% | 42 |
|
|
2023
Q1 | $8.29M | Buy |
40,625
+190
| +0.5% | +$38.8K | 0.43% | 37 |
|
|
2022
Q4 | $7.73M | Sell |
40,435
-83,815
| -67% | -$16M | 0.41% | 40 |
|
|
2022
Q3 | $22.3M | Buy |
124,250
+2,338
| +2% | +$420K | 1.3% | 18 |
|
|
2022
Q2 | $23M | Sell |
121,912
-2,676
| -2% | -$505K | 1.21% | 20 |
|
|
2022
Q1 | $28.4M | Buy |
124,588
+4,720
| +4% | +$1.07M | 1.4% | 16 |
|
|
2021
Q4 | $28.9M | Buy |
119,868
+28,634
| +31% | +$6.91M | 1.38% | 15 |
|
|
2021
Q3 | $20.3M | Buy |
91,234
+32,325
| +55% | +$7.18M | 1.09% | 14 |
|
|
2021
Q2 | $13.1M | Buy |
58,909
+19,949
| +51% | +$4.45M | 0.78% | 15 |
|
|
2021
Q1 | $8.05M | Buy |
38,960
+67
| +0.2% | +$13.8K | 0.57% | 23 |
|
|
2020
Q4 | $7.57M | Sell |
38,893
-7,984
| -17% | -$1.55M | 0.66% | 21 |
|
|
2020
Q3 | $7.98M | Buy |
46,877
+2,008
| +4% | +$342K | 0.81% | 17 |
|
|
2020
Q2 | $7.02M | Sell |
44,869
-2,042
| -4% | -$320K | 0.78% | 19 |
|
|
2020
Q1 | $6.05M | Buy |
46,911
+34,463
| +277% | +$4.44M | 0.82% | 15 |
|
|
2019
Q4 | $2.04M | Buy |
12,448
+1,942
| +18% | +$318K | 0.24% | 39 |
|
|
2019
Q3 | $1.59M | Buy |
+10,506
| New | +$1.59M | 0.21% | 47 |
|