DWM
Drive 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 | $3.74M | Sell |
12,257
-240
| -2% | -$73.2K | 0.82% | 24 |
|
|
2025
Q1 | $3.43M | Buy |
12,497
+700
| +6% | +$192K | 0.81% | 26 |
|
|
2024
Q4 | $3.42M | Sell |
11,797
-8
| -0.1% | -$2.32K | 0.84% | 23 |
|
|
2024
Q3 | $3.35M | Sell |
11,805
-3,972
| -25% | -$1.13M | 0.87% | 20 |
|
|
2024
Q2 | $4.24M | Sell |
15,777
-11,425
| -42% | -$3.07M | 1.14% | 19 |
|
|
2024
Q1 | $7.07M | Buy |
27,202
+6,898
| +34% | +$1.79M | 1.98% | 9 |
|
|
2023
Q4 | $4.82M | Sell |
20,304
-11,028
| -35% | -$2.62M | 1.55% | 13 |
|
|
2023
Q3 | $6.66M | Sell |
31,332
-7,407
| -19% | -$1.57M | 2.43% | 10 |
|
|
2023
Q2 | $8.53M | Buy |
38,739
+16,575
| +75% | +$3.65M | 3.16% | 4 |
|
|
2023
Q1 | $4.52M | Sell |
22,164
-24,091
| -52% | -$4.92M | 1.89% | 9 |
|
|
2022
Q4 | $8.84M | Buy |
46,255
+12,945
| +39% | +$2.47M | 4.42% | 2 |
|
|
2022
Q3 | $5.98M | Buy |
33,310
+9,292
| +39% | +$1.67M | 5.68% | 2 |
|
|
2022
Q2 | $4.53M | Buy |
24,018
+19,114
| +390% | +$3.61M | 4.14% | 3 |
|
|
2022
Q1 | $1.12M | Buy |
4,904
+2,582
| +111% | +$588K | 0.94% | 23 |
|
|
2021
Q4 | $561K | Buy |
+2,322
| New | +$561K | 0.49% | 50 |
|