BHWM
Beaird Harris 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
Q1 | $6.54M | Buy |
23,803
+102
| +0.4% | +$28K | 0.56% | 28 |
|
|
2024
Q4 | $6.87M | Buy |
23,701
+112
| +0.5% | +$32.5K | 0.59% | 27 |
|
|
2024
Q3 | $6.68M | Buy |
23,589
+2,781
| +13% | +$787K | 0.58% | 29 |
|
|
2024
Q2 | $5.57M | Sell |
20,808
-96
| -0.5% | -$25.7K | 0.52% | 30 |
|
|
2024
Q1 | $5.43M | Buy |
20,904
+52
| +0.2% | +$13.5K | 0.53% | 30 |
|
|
2023
Q4 | $4.95M | Buy |
20,852
+133
| +0.6% | +$31.6K | 0.52% | 30 |
|
|
2023
Q3 | $4.4M | Buy |
20,719
+536
| +3% | +$114K | 0.53% | 28 |
|
|
2023
Q2 | $4.45M | Buy |
20,183
+56
| +0.3% | +$12.3K | 0.53% | 27 |
|
|
2023
Q1 | $4.11M | Sell |
20,127
-1
| -0% | -$204 | 0.74% | 24 |
|
|
2022
Q4 | $3.85M | Buy |
20,128
+1,137
| +6% | +$217K | 0.72% | 25 |
|
|
2022
Q3 | $3.41M | Buy |
18,991
+7,101
| +60% | +$1.27M | 0.75% | 25 |
|
|
2022
Q2 | $2.24M | Buy |
11,890
+959
| +9% | +$181K | 0.62% | 19 |
|
|
2022
Q1 | $2.49M | Sell |
10,931
-25
| -0.2% | -$5.69K | 0.9% | 20 |
|
|
2021
Q4 | $2.65M | Buy |
+10,956
| New | +$2.65M | 0.97% | 14 |
|