BWM
Birchcreek 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 | $1.13M | Hold |
3,705
| – | – | 0.64% | 35 |
|
|
2025
Q1 | $1.02M | Sell |
3,705
-2
| -0.1% | -$550 | 0.64% | 32 |
|
|
2024
Q4 | $1.07M | Hold |
3,707
| – | – | 0.67% | 32 |
|
|
2024
Q3 | $1.05M | Sell |
3,707
-125
| -3% | -$35.4K | 0.69% | 32 |
|
|
2024
Q2 | $1.02M | Sell |
3,832
-268
| -7% | -$71.7K | 0.58% | 40 |
|
|
2024
Q1 | $1.07M | Buy |
4,100
+1,593
| +64% | +$414K | 0.56% | 46 |
|
|
2023
Q4 | $595K | Sell |
2,507
-2
| -0.1% | -$474 | 0.36% | 68 |
|
|
2023
Q3 | $533K | Sell |
2,509
-22
| -0.9% | -$4.67K | 0.36% | 70 |
|
|
2023
Q2 | $557K | Sell |
2,531
-242
| -9% | -$53.3K | 0.39% | 66 |
|
|
2023
Q1 | $566K | Sell |
2,773
-1
| -0% | -$204 | 0.45% | 60 |
|
|
2022
Q4 | $530K | Sell |
2,774
-16
| -0.6% | -$3.06K | 0.47% | 60 |
|
|
2022
Q3 | $501K | Sell |
2,790
-2
| -0.1% | -$359 | 0.46% | 58 |
|
|
2022
Q2 | $527K | Sell |
2,792
-32
| -1% | -$6.04K | 0.47% | 54 |
|
|
2022
Q1 | $643K | Buy |
2,824
+12
| +0.4% | +$2.73K | 0.57% | 45 |
|
|
2021
Q4 | $679K | Sell |
2,812
-110
| -4% | -$26.6K | 0.59% | 44 |
|
|
2021
Q3 | $649K | Sell |
2,922
-51
| -2% | -$11.3K | 0.61% | 46 |
|
|
2021
Q2 | $662K | Buy |
2,973
+77
| +3% | +$17.1K | 0.64% | 40 |
|
|
2021
Q1 | $599K | Buy |
2,896
+337
| +13% | +$69.7K | 0.63% | 44 |
|
|
2020
Q4 | $498K | Buy |
+2,559
| New | +$498K | 0.49% | 48 |
|