DWMG
DB Wealth Management Group’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 | $8.88M | Buy |
37,427
+11,647
| +45% | +$2.76M | 5.04% | 4 |
|
|
2023
Q3 | $5.48M | Buy |
25,780
+1,785
| +7% | +$379K | 3.46% | 6 |
|
|
2023
Q2 | $5.29M | Sell |
23,995
-251
| -1% | -$55.3K | 3.24% | 4 |
|
|
2023
Q1 | $4.95M | Sell |
24,246
-94
| -0.4% | -$19.2K | 3.12% | 5 |
|
|
2022
Q4 | $4.65M | Sell |
24,340
-1,682
| -6% | -$322K | 3.01% | 7 |
|
|
2022
Q3 | $4.67M | Sell |
26,022
-454
| -2% | -$81.5K | 3.33% | 6 |
|
|
2022
Q2 | $4.99M | Sell |
26,476
-2,229
| -8% | -$420K | 3.4% | 6 |
|
|
2022
Q1 | $6.54M | Sell |
28,705
-77,069
| -73% | -$17.5M | 3.94% | 4 |
|
|
2021
Q4 | $25.5M | Buy |
105,774
+1,227
| +1% | +$296K | 15.11% | 1 |
|
|
2021
Q3 | $23.2M | Sell |
104,547
-117
| -0.1% | -$26K | 14.96% | 1 |
|
|
2021
Q2 | $23.3M | Buy |
104,664
+1,464
| +1% | +$326K | 14.93% | 1 |
|
|
2021
Q1 | $21.3M | Buy |
103,200
+3,642
| +4% | +$753K | 14.62% | 1 |
|
|
2020
Q4 | $19.4M | Buy |
+99,558
| New | +$19.4M | 14.29% | 1 |
|