GJWM
Gilliland Jeter Wealth Management’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 | $791K | Sell |
2,603
-29
| -1% | -$8.81K | 0.26% | 86 |
|
|
2025
Q1 | $723K | Sell |
2,632
-14
| -0.5% | -$3.85K | 0.26% | 86 |
|
|
2024
Q4 | $767K | Sell |
2,646
-11
| -0.4% | -$3.19K | 0.26% | 82 |
|
|
2024
Q3 | $752K | Buy |
2,657
+272
| +11% | +$77K | 0.24% | 84 |
|
|
2024
Q2 | $638K | Sell |
2,385
-40
| -2% | -$10.7K | 0.21% | 93 |
|
|
2024
Q1 | $630K | Buy |
+2,425
| New | +$630K | 0.22% | 98 |
|