DWA
Divergent Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $958K | Sell |
3,383
-97
| -3% | -$27.5K | 0.18% | 15 |
|
|
2024
Q2 | $931K | Buy |
3,480
+1
| +0% | +$268 | 0.18% | 15 |
|
|
2024
Q1 | $904K | Hold |
3,479
| – | – | 0.18% | 15 |
|
|
2023
Q4 | $825K | Buy |
3,479
+1
| +0% | +$237 | 0.17% | 16 |
|
|
2023
Q3 | $739K | Sell |
3,478
-32
| -0.9% | -$6.8K | 0.17% | 16 |
|
|
2023
Q2 | $773K | Sell |
3,510
-1,079
| -24% | -$238K | 0.17% | 18 |
|
|
2023
Q1 | $937K | Sell |
4,589
-1,893
| -29% | -$386K | 0.22% | 20 |
|
|
2022
Q4 | $1.24M | Buy |
6,482
+2,355
| +57% | +$450K | 0.31% | 17 |
|
|
2022
Q3 | $741K | Buy |
4,127
+1
| +0% | +$180 | 0.2% | 16 |
|
|
2022
Q2 | $778K | Buy |
4,126
+2
| +0% | +$377 | 0.19% | 14 |
|
|
2022
Q1 | $939K | Sell |
4,124
-26
| -0.6% | -$5.92K | 0.19% | 14 |
|
|
2021
Q4 | $1M | Sell |
4,150
-559
| -12% | -$135K | 0.2% | 17 |
|
|
2021
Q3 | $1.05M | Buy |
+4,709
| New | +$1.05M | 0.23% | 14 |
|