GWP
Gateway Wealth Partners’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 | $5.02M | Buy |
16,513
+1,751
| +12% | +$532K | 0.95% | 28 |
|
2025
Q1 | $4.06M | Buy |
14,762
+232
| +2% | +$63.8K | 0.91% | 26 |
|
2024
Q4 | $4.21M | Buy |
14,530
+514
| +4% | +$149K | 1.09% | 22 |
|
2024
Q3 | $3.97M | Sell |
14,016
-110
| -0.8% | -$31.1K | 1.09% | 20 |
|
2024
Q2 | $3.78M | Sell |
14,126
-3,631
| -20% | -$971K | 1.14% | 20 |
|
2024
Q1 | $4.62M | Buy |
17,757
+342
| +2% | +$88.9K | 1.66% | 11 |
|
2023
Q4 | $4.13M | Sell |
17,415
-320
| -2% | -$75.9K | 1.66% | 13 |
|
2023
Q3 | $3.77M | Buy |
17,735
+4,347
| +32% | +$923K | 0.68% | 34 |
|
2023
Q2 | $2.95M | Buy |
13,388
+2,492
| +23% | +$549K | 0.53% | 41 |
|
2023
Q1 | $2.22M | Buy |
10,896
+4,838
| +80% | +$987K | 0.34% | 51 |
|
2022
Q4 | $1.16M | Buy |
+6,058
| New | +$1.16M | 0.2% | 60 |
|