CWM
Cedar 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 | $61.1M | Hold |
201,071
| – | – | 20.7% | 1 |
|
|
2025
Q1 | $55.3M | Sell |
201,071
-1,010
| -0.5% | -$278K | 19.66% | 1 |
|
|
2024
Q4 | $58.6M | Sell |
202,081
-8,361
| -4% | -$2.42M | 21.18% | 1 |
|
|
2024
Q3 | $59.6M | Sell |
210,442
-408
| -0.2% | -$116K | 18.5% | 1 |
|
|
2024
Q2 | $56.4M | Sell |
210,850
-13
| -0% | -$3.48K | 18.31% | 1 |
|
|
2024
Q1 | $54.8M | Sell |
210,863
-403
| -0.2% | -$105K | 18.03% | 1 |
|
|
2023
Q4 | $50.1M | Sell |
211,266
-895
| -0.4% | -$212K | 18.25% | 1 |
|
|
2023
Q3 | $45.1M | Buy |
212,161
+1,099
| +0.5% | +$233K | 17.82% | 1 |
|
|
2023
Q2 | $46.5M | Buy |
211,062
+138
| +0.1% | +$30.4K | 17.97% | 1 |
|
|
2023
Q1 | $43M | Buy |
210,924
+39,535
| +23% | +$8.07M | 17.62% | 1 |
|
|
2022
Q4 | $32.8M | Sell |
171,389
-35,025
| -17% | -$6.7M | 16.18% | 1 |
|
|
2022
Q3 | $37M | Buy |
206,414
+2,847
| +1% | +$511K | 18.41% | 1 |
|
|
2022
Q2 | $38.4M | Buy |
203,567
+4,613
| +2% | +$870K | 17.58% | 1 |
|
|
2022
Q1 | $45.3M | Sell |
198,954
-1,925
| -1% | -$438K | 18.32% | 1 |
|
|
2021
Q4 | $48.5M | Buy |
200,879
+1,801
| +0.9% | +$435K | 19.59% | 1 |
|
|
2021
Q3 | $44.2M | Sell |
199,078
-298
| -0.1% | -$66.2K | 19.66% | 1 |
|
|
2021
Q2 | $44.4M | Buy |
199,376
+2,142
| +1% | +$477K | 20.02% | 1 |
|
|
2021
Q1 | $40.8M | Buy |
197,234
+32
| +0% | +$6.61K | 20.28% | 1 |
|
|
2020
Q4 | $38.4M | Buy |
197,202
+820
| +0.4% | +$160K | 20.6% | 1 |
|
|
2020
Q3 | $33.4M | Buy |
196,382
+256
| +0.1% | +$43.6K | 20.8% | 1 |
|
|
2020
Q2 | $30.7M | Sell |
196,126
-100,748
| -34% | -$15.8M | 20.7% | 1 |
|
|
2020
Q1 | $38.3M | Buy |
296,874
+2,836
| +1% | +$366K | 25.85% | 1 |
|
|
2019
Q4 | $48.1M | Buy |
294,038
+60,927
| +26% | +$9.97M | 28.45% | 1 |
|
|
2019
Q3 | $35.2M | Buy |
233,111
+5,788
| +3% | +$874K | 23.56% | 1 |
|
|
2019
Q2 | $34.1M | Sell |
227,323
-4,210
| -2% | -$632K | 22.06% | 1 |
|
|
2019
Q1 | $33.5M | Buy |
231,533
+16,003
| +7% | +$2.32M | 20.98% | 2 |
|
|
2018
Q4 | $27.5M | Sell |
215,530
-1,022
| -0.5% | -$130K | 19.78% | 2 |
|
|
2018
Q3 | $32.4M | Sell |
216,552
-6,820
| -3% | -$1.02M | 17.03% | 3 |
|
|
2018
Q2 | $31.4M | Buy |
223,372
+6,527
| +3% | +$917K | 17.6% | 3 |
|
|
2018
Q1 | $29.4M | Buy |
216,845
+8,017
| +4% | +$1.09M | 18.2% | 2 |
|
|
2017
Q4 | $28.7M | Buy |
208,828
+12,100
| +6% | +$1.66M | 17.07% | 3 |
|
|
2017
Q3 | $25.5M | Buy |
196,728
+26,280
| +15% | +$3.4M | 15.12% | 3 |
|
|
2017
Q2 | $21.2M | Buy |
170,448
+20,375
| +14% | +$2.54M | 13.81% | 3 |
|
|
2017
Q1 | $18.2M | Buy |
150,073
+24,475
| +19% | +$2.97M | 11.16% | 3 |
|
|
2016
Q4 | $14.5M | Sell |
125,598
-6,073
| -5% | -$700K | 9.9% | 3 |
|
|
2016
Q3 | $14.7M | Sell |
131,671
-43,697
| -25% | -$4.86M | 10.06% | 4 |
|
|
2016
Q2 | $18.8M | Buy |
175,368
+14,636
| +9% | +$1.57M | 12% | 3 |
|
|
2016
Q1 | $16.8M | Buy |
160,732
+4,480
| +3% | +$470K | 11.61% | 3 |
|
|
2015
Q4 | $16.3M | Buy |
+156,252
| New | +$16.3M | 13.81% | 3 |
|