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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