GWMR
GC Wealth Management RIA’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 | $10.4M | Buy |
34,157
+4,817
| +16% | +$1.46M | 0.85% | 14 |
|
|
2025
Q1 | $8.06M | Buy |
29,340
+913
| +3% | +$251K | 1.48% | 10 |
|
|
2024
Q4 | $8.24M | Sell |
28,427
-893
| -3% | -$259K | 1.45% | 12 |
|
|
2024
Q3 | $8.3M | Sell |
29,320
-748
| -2% | -$212K | 1.45% | 12 |
|
|
2024
Q2 | $8.04M | Sell |
30,068
-46
| -0.2% | -$12.3K | 1.59% | 11 |
|
|
2024
Q1 | $7.83M | Buy |
30,114
+28,984
| +2,565% | +$7.53M | 1.57% | 8 |
|
|
2023
Q4 | $268K | Buy |
+1,130
| New | +$268K | 0.12% | 172 |
|