FW
FirstPurpose Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.38M | Sell |
5,397
-7
| -0.1% | -$1.79K | 0.5% | 29 |
|
2023
Q4 | $1.28M | Buy |
5,404
+156
| +3% | +$37K | 0.49% | 35 |
|
2023
Q3 | $1.11M | Sell |
5,248
-332
| -6% | -$70.5K | 0.48% | 35 |
|
2023
Q2 | $1.23M | Buy |
5,580
+35
| +0.6% | +$7.71K | 0.53% | 33 |
|
2023
Q1 | $1.13M | Buy |
5,545
+257
| +5% | +$52.5K | 0.56% | 32 |
|
2022
Q4 | $1.01M | Buy |
5,288
+625
| +13% | +$119K | 0.56% | 29 |
|
2022
Q3 | $837K | Sell |
4,663
-1,960
| -30% | -$352K | 0.55% | 30 |
|
2022
Q2 | $1.25M | Buy |
6,623
+2,892
| +78% | +$545K | 0.84% | 25 |
|
2022
Q1 | $849K | Sell |
3,731
-5,886
| -61% | -$1.34M | 0.66% | 28 |
|
2021
Q4 | $2.32M | Buy |
+9,617
| New | +$2.32M | 1.46% | 15 |
|