GWAG
Garrett Wealth Advisory Group’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 | $225K | Sell |
742
-142
| -16% | -$43.1K | 0.05% | 102 |
|
|
2025
Q1 | $243K | Buy |
884
+1
| +0.1% | +$275 | 0.05% | 97 |
|
|
2024
Q4 | $256K | Hold |
883
| – | – | 0.06% | 88 |
|
|
2024
Q3 | $250K | Buy |
+883
| New | +$250K | 0.06% | 84 |
|
|
2022
Q2 | – | Sell |
-1,197
| Closed | -$272K | – | 61 |
|
|
2022
Q1 | $272K | Buy |
1,197
+314
| +36% | +$71.4K | 0.14% | 49 |
|
|
2021
Q4 | $213K | Sell |
883
-739
| -46% | -$178K | 0.1% | 56 |
|
|
2021
Q3 | $360K | Sell |
1,622
-6
| -0.4% | -$1.33K | 0.23% | 37 |
|
|
2021
Q2 | $363K | Buy |
1,628
+104
| +7% | +$23.2K | 0.24% | 33 |
|
|
2021
Q1 | $315K | Buy |
1,524
+285
| +23% | +$58.9K | 0.22% | 33 |
|
|
2020
Q4 | $241K | Buy |
+1,239
| New | +$241K | 0.18% | 40 |
|
|
2019
Q4 | – | Sell |
-817
| Closed | -$123K | – | 624 |
|
|
2019
Q3 | $123K | Buy |
+817
| New | +$123K | 0.09% | 73 |
|