GGM Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.07M | Buy |
3,938
+815
| +26% | +$221K | 0.59% | 44 |
|
|
2024
Q4 | $905K | Buy |
3,123
+273
| +10% | +$79.1K | 0.47% | 49 |
|
|
2024
Q3 | $809K | Buy |
2,850
+288
| +11% | +$81.8K | 0.35% | 56 |
|
|
2024
Q2 | $685K | Buy |
+2,562
| New | +$685K | 0.31% | 60 |
|
|
2022
Q1 | – | Sell |
-2,500
| Closed | -$595K | – | 146 |
|
|
2021
Q4 | $595K | Buy |
+2,500
| New | +$595K | 0.47% | 45 |
|