CWM
ClientFirst 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 | $334K | Hold |
1,100
| – | – | 0.34% | 30 |
|
|
2025
Q1 | $302K | Hold |
1,100
| – | – | 0.34% | 32 |
|
|
2024
Q4 | $319K | Buy |
+1,100
| New | +$319K | 0.32% | 30 |
|
|
2023
Q3 | $237K | Hold |
1,100
| – | – | 0.29% | 24 |
|
|
2023
Q2 | $246K | Hold |
1,100
| – | – | 0.29% | 25 |
|
|
2023
Q1 | $223K | Hold |
1,100
| – | – | 0.3% | 23 |
|
|
2022
Q4 | $210K | Hold |
1,100
| – | – | 0.27% | 25 |
|
|
2022
Q3 | $218K | Hold |
1,100
| – | – | 0.27% | 24 |
|
|
2022
Q2 | $207K | Hold |
1,100
| – | – | 0.31% | 27 |
|
|
2022
Q1 | $250K | Hold |
1,100
| – | – | 0.23% | 25 |
|
|
2021
Q4 | $253K | Buy |
+1,100
| New | +$253K | 0.23% | 25 |
|