CWM
C2C 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,160
| Closed | -$456K | – | 226 |
|
|
2023
Q3 | $456K | Hold |
2,160
| – | – | 0.06% | 158 |
|
|
2023
Q2 | $486K | Hold |
2,160
| – | – | 0.06% | 155 |
|
|
2023
Q1 | $438K | Sell |
2,160
-67
| -3% | -$13.6K | 0.07% | 158 |
|
|
2022
Q4 | $436K | Hold |
2,227
| – | – | 0.08% | 110 |
|
|
2022
Q3 | $423K | Hold |
2,227
| – | – | 0.08% | 110 |
|
|
2022
Q2 | $438K | Hold |
2,227
| – | – | 0.08% | 113 |
|
|
2022
Q1 | $501K | Hold |
2,227
| – | – | 0.09% | 114 |
|
|
2021
Q4 | $538K | Buy |
+2,227
| New | +$538K | 0.08% | 122 |
|