EWS
Evergreen Wealth Solutions’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 | $345K | Sell |
1,134
-115
| -9% | -$34.9K | 0.21% | 81 |
|
|
2025
Q1 | $343K | Sell |
1,249
-56
| -4% | -$15.4K | 0.23% | 78 |
|
|
2024
Q4 | $378K | Buy |
1,305
+137
| +12% | +$39.7K | 0.26% | 65 |
|
|
2024
Q3 | $331K | Sell |
1,168
-178
| -13% | -$50.4K | 0.22% | 81 |
|
|
2024
Q2 | $360K | Buy |
1,346
+158
| +13% | +$42.3K | 0.26% | 78 |
|
|
2024
Q1 | $309K | Hold |
1,188
| – | – | 0.23% | 88 |
|
|
2023
Q4 | $282K | Buy |
+1,188
| New | +$282K | 0.24% | 91 |
|
|
2022
Q1 | – | Sell |
-979
| Closed | -$236K | – | 99 |
|
|
2021
Q4 | $236K | Buy |
+979
| New | +$236K | 0.21% | 85 |
|