BWM
BCGM 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 | $643K | Buy |
2,117
+259
| +14% | +$78.7K | 0.18% | 92 |
|
|
2025
Q1 | $511K | Buy |
1,858
+17
| +0.9% | +$4.67K | 0.16% | 98 |
|
|
2024
Q4 | $534K | Hold |
1,841
| – | – | 0.17% | 94 |
|
|
2024
Q3 | $521K | Sell |
1,841
-3
| -0.2% | -$849 | 0.17% | 95 |
|
|
2024
Q2 | $493K | Buy |
1,844
+32
| +2% | +$8.56K | 0.17% | 94 |
|
|
2024
Q1 | $471K | Hold |
1,812
| – | – | 0.17% | 93 |
|
|
2023
Q4 | $430K | Buy |
1,812
+1
| +0.1% | +$237 | 0.18% | 85 |
|
|
2023
Q3 | $385K | Sell |
1,811
-40
| -2% | -$8.5K | 0.18% | 82 |
|
|
2023
Q2 | $408K | Buy |
+1,851
| New | +$408K | 0.18% | 77 |
|
|
2023
Q1 | – | Sell |
-2,120
| Closed | -$405K | – | 116 |
|
|
2022
Q4 | $405K | Hold |
2,120
| – | – | 0.2% | 72 |
|
|
2022
Q3 | $399K | Sell |
2,120
-1,112
| -34% | -$209K | 0.2% | 71 |
|
|
2022
Q2 | $667K | Buy |
3,232
+1,364
| +73% | +$281K | 0.34% | 59 |
|
|
2022
Q1 | $386K | Buy |
1,868
+31
| +2% | +$6.41K | 0.21% | 73 |
|
|
2021
Q4 | $444K | Buy |
1,837
+4
| +0.2% | +$967 | 0.24% | 68 |
|
|
2021
Q3 | $434K | Hold |
1,833
| – | – | 0.24% | 69 |
|
|
2021
Q2 | $416K | Sell |
1,833
-90
| -5% | -$20.4K | 0.25% | 69 |
|
|
2021
Q1 | $411K | Buy |
1,923
+90
| +5% | +$19.2K | 0.28% | 64 |
|
|
2020
Q4 | $380K | Buy |
+1,833
| New | +$380K | 0.27% | 64 |
|