GWS
Glassman Wealth Services’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 | $11.2M | Buy |
36,854
+130
| +0.4% | +$39.5K | 1.72% | 9 |
|
|
2025
Q1 | $10.1M | Buy |
36,724
+3,678
| +11% | +$1.01M | 1.69% | 9 |
|
|
2024
Q4 | $9.58M | Hold |
33,046
| – | – | 1.61% | 9 |
|
|
2024
Q3 | $9.36M | Buy |
33,046
+5
| +0% | +$1.42K | 1.6% | 9 |
|
|
2024
Q2 | $8.84M | Sell |
33,041
-607
| -2% | -$162K | 1.63% | 9 |
|
|
2024
Q1 | $8.75M | Buy |
33,648
+2,547
| +8% | +$662K | 1.77% | 8 |
|
|
2023
Q4 | $7.38M | Buy |
31,101
+15,221
| +96% | +$3.61M | 1.04% | 13 |
|
|
2023
Q3 | $3.37M | Buy |
15,880
+646
| +4% | +$137K | 0.54% | 20 |
|
|
2023
Q2 | $3.36M | Buy |
15,234
+5,472
| +56% | +$1.21M | 0.54% | 20 |
|
|
2023
Q1 | $1.99M | Sell |
9,762
-590
| -6% | -$120K | 0.35% | 24 |
|
|
2022
Q4 | $1.98M | Buy |
10,352
+2,636
| +34% | +$504K | 0.36% | 26 |
|
|
2022
Q3 | $1.39M | Buy |
7,716
+2,630
| +52% | +$472K | 0.29% | 30 |
|
|
2022
Q2 | $959K | Sell |
5,086
-385
| -7% | -$72.6K | 0.2% | 38 |
|
|
2022
Q1 | $1.25M | Buy |
5,471
+836
| +18% | +$190K | 0.23% | 34 |
|
|
2021
Q4 | $1.12M | Sell |
4,635
-782
| -14% | -$189K | 0.21% | 38 |
|
|
2021
Q3 | $1.2M | Sell |
5,417
-39
| -0.7% | -$8.66K | 0.25% | 37 |
|
|
2021
Q2 | $1.22M | Sell |
5,456
-780
| -13% | -$174K | 0.25% | 33 |
|
|
2021
Q1 | $1.29M | Buy |
6,236
+87
| +1% | +$18K | 0.28% | 32 |
|
|
2020
Q4 | $1.2M | Buy |
6,149
+486
| +9% | +$94.6K | 0.28% | 35 |
|
|
2020
Q3 | $964K | Buy |
5,663
+689
| +14% | +$117K | 0.27% | 38 |
|
|
2020
Q2 | $779K | Buy |
4,974
+1,294
| +35% | +$203K | 0.24% | 42 |
|
|
2020
Q1 | $474K | Buy |
3,680
+1,497
| +69% | +$193K | 0.18% | 58 |
|
|
2019
Q4 | $357K | Hold |
2,183
| – | – | 0.14% | 82 |
|
|
2019
Q3 | $330K | Buy |
2,183
+221
| +11% | +$33.4K | 0.13% | 83 |
|
|
2019
Q2 | $294K | Sell |
1,962
-1,691
| -46% | -$253K | 0.12% | 88 |
|
|
2019
Q1 | $529K | Buy |
3,653
+225
| +7% | +$32.6K | 0.23% | 55 |
|
|
2018
Q4 | $438K | Buy |
3,428
+1,944
| +131% | +$248K | 0.24% | 57 |
|
|
2018
Q3 | $222K | Buy |
1,484
+124
| +9% | +$18.6K | 0.1% | 97 |
|
|
2018
Q2 | $191K | Buy |
1,360
+130
| +11% | +$18.3K | 0.1% | 93 |
|
|
2018
Q1 | $167K | Sell |
1,230
-100
| -8% | -$13.6K | 0.1% | 88 |
|
|
2017
Q4 | $183K | Buy |
1,330
+750
| +129% | +$103K | 0.11% | 82 |
|
|
2017
Q3 | $75K | Hold |
580
| – | – | 0.05% | 129 |
|
|
2017
Q2 | $72K | Buy |
580
+480
| +480% | +$59.6K | 0.05% | 133 |
|
|
2017
Q1 | $12K | Buy |
+100
| New | +$12K | 0.01% | 330 |
|