BWM
Benchmark 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 | $1.36M | Sell |
4,486
-100
| -2% | -$30.4K | 0.61% | 26 |
|
|
2025
Q1 | $1.26M | Buy |
4,586
+11
| +0.2% | +$3.02K | 0.61% | 26 |
|
|
2024
Q4 | $1.33M | Buy |
4,575
+169
| +4% | +$49K | 0.65% | 18 |
|
|
2024
Q3 | $1.25M | Sell |
4,406
-263
| -6% | -$74.5K | 0.62% | 20 |
|
|
2024
Q2 | $1.25M | Buy |
4,669
+23
| +0.5% | +$6.15K | 0.67% | 17 |
|
|
2024
Q1 | $1.21M | Buy |
4,646
+375
| +9% | +$97.5K | 0.66% | 20 |
|
|
2023
Q4 | $1.01M | Buy |
4,271
+639
| +18% | +$152K | 0.6% | 22 |
|
|
2023
Q3 | $772K | Buy |
3,632
+810
| +29% | +$172K | 0.49% | 24 |
|
|
2023
Q2 | $622K | Hold |
2,822
| – | – | 0.38% | 28 |
|
|
2023
Q1 | $579K | Buy |
2,822
+107
| +4% | +$21.9K | 0.37% | 30 |
|
|
2022
Q4 | $519K | Buy |
+2,715
| New | +$519K | 0.37% | 28 |
|