BWM
BCS 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 | $3.7M | Buy |
12,178
+478
| +4% | +$145K | 0.8% | 34 |
|
|
2025
Q1 | $3.22M | Sell |
11,700
-91
| -0.8% | -$25K | 0.83% | 34 |
|
|
2024
Q4 | $3.42M | Buy |
+11,791
| New | +$3.42M | 0.85% | 32 |
|
|
2024
Q2 | – | Sell |
-11,553
| Closed | -$3M | – | 232 |
|
|
2024
Q1 | $3M | Buy |
11,553
+148
| +1% | +$38.5K | 0.96% | 23 |
|
|
2023
Q4 | $2.71M | Buy |
11,405
+6,954
| +156% | +$1.65M | 1% | 21 |
|
|
2023
Q3 | $945K | Buy |
+4,451
| New | +$945K | 0.39% | 62 |
|
|
2023
Q2 | – | Sell |
-6,354
| Closed | -$1.3M | – | 175 |
|
|
2023
Q1 | $1.3M | Buy |
6,354
+97
| +2% | +$19.8K | 0.59% | 41 |
|
|
2022
Q4 | $1.2M | Buy |
6,257
+1,827
| +41% | +$349K | 0.5% | 53 |
|
|
2022
Q3 | $795K | Buy |
4,430
+370
| +9% | +$66.4K | 0.37% | 71 |
|
|
2022
Q2 | $766K | Buy |
4,060
+41
| +1% | +$7.74K | 0.34% | 70 |
|
|
2022
Q1 | $915K | Sell |
4,019
-240
| -6% | -$54.6K | 0.38% | 63 |
|
|
2021
Q4 | $1.03M | Buy |
4,259
+366
| +9% | +$88.3K | 0.37% | 63 |
|
|
2021
Q3 | $864K | Buy |
+3,893
| New | +$864K | 0.37% | 63 |
|
|
2021
Q2 | – | Sell |
-2,887
| Closed | -$597K | – | 169 |
|
|
2021
Q1 | $597K | Buy |
2,887
+34
| +1% | +$7.03K | 0.28% | 71 |
|
|
2020
Q4 | $555K | Buy |
2,853
+159
| +6% | +$30.9K | 0.29% | 71 |
|
|
2020
Q3 | $459K | Hold |
2,694
| – | – | 0.26% | 72 |
|
|
2020
Q2 | $422K | Buy |
2,694
+4
| +0.1% | +$627 | 0.25% | 75 |
|
|
2020
Q1 | $347K | Buy |
2,690
+171
| +7% | +$22.1K | 0.24% | 77 |
|
|
2019
Q4 | $412K | Buy |
+2,519
| New | +$412K | 0.27% | 63 |
|