BW
BIP Wealth’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 | $93.7M | Buy |
308,345
+16,025
| +5% | +$4.87M | 5.77% | 3 |
|
|
2025
Q1 | $80.3M | Buy |
292,320
+20,137
| +7% | +$5.53M | 5.24% | 4 |
|
|
2024
Q4 | $78.9M | Buy |
272,183
+24,379
| +10% | +$7.07M | 5.28% | 4 |
|
|
2024
Q3 | $70.2M | Buy |
247,804
+36,813
| +17% | +$10.4M | 4.78% | 4 |
|
|
2024
Q2 | $56.4M | Sell |
210,991
-22,518
| -10% | -$6.02M | 4.62% | 4 |
|
|
2024
Q1 | $60.7M | Buy |
233,509
+7,242
| +3% | +$1.88M | 4.44% | 4 |
|
|
2023
Q4 | $53.7M | Buy |
226,267
+10,959
| +5% | +$2.6M | 4.22% | 4 |
|
|
2023
Q3 | $45.7M | Sell |
215,308
-4,983
| -2% | -$1.06M | 4.2% | 4 |
|
|
2023
Q2 | $48.5M | Buy |
220,291
+18,042
| +9% | +$3.97M | 3.97% | 5 |
|
|
2023
Q1 | $41.2M | Buy |
+202,249
| New | +$41.2M | 4.54% | 4 |
|