BP
BWM Planning’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 | $27.4M | Buy |
90,259
+9,732
| +12% | +$2.96M | 9.45% | 1 |
|
|
2025
Q1 | $22.1M | Buy |
80,527
+10,496
| +15% | +$2.88M | 9.37% | 1 |
|
|
2024
Q4 | $20.3M | Buy |
70,031
+9,661
| +16% | +$2.8M | 8.83% | 1 |
|
|
2024
Q3 | $17.1M | Buy |
+60,370
| New | +$17.1M | 7.58% | 2 |
|