DWM
Diversify 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 | $1.68M | Sell |
5,313
-1,399
| -21% | -$442K | 0.1% | 196 |
|
|
2025
Q1 | $1.83M | Sell |
6,712
-522
| -7% | -$142K | 0.14% | 174 |
|
|
2024
Q4 | $2.08M | Buy |
7,234
+953
| +15% | +$274K | 0.16% | 151 |
|
|
2024
Q3 | $1.79M | Buy |
6,281
+796
| +15% | +$227K | 0.17% | 145 |
|
|
2024
Q2 | $1.4M | Buy |
+5,485
| New | +$1.4M | 0.17% | 131 |
|