GWSA
Global Wealth Strategies & Associates’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 | $377K | Buy |
1,241
+62
| +5% | +$18.8K | 0.11% | 40 |
|
|
2025
Q1 | $324K | Buy |
1,179
+630
| +115% | +$173K | 0.1% | 42 |
|
|
2024
Q4 | $159K | Buy |
549
+1
| +0.2% | +$290 | 0.05% | 62 |
|
|
2024
Q3 | $155K | Hold |
548
| – | – | 0.05% | 53 |
|
|
2024
Q2 | $147K | Sell |
548
-93
| -15% | -$24.9K | 0.05% | 49 |
|
|
2024
Q1 | $167K | Buy |
641
+392
| +157% | +$102K | 0.06% | 49 |
|
|
2023
Q4 | $59.1K | Sell |
249
-994
| -80% | -$236K | 0.02% | 77 |
|
|
2023
Q3 | $264K | Sell |
1,243
-78
| -6% | -$16.6K | 0.12% | 38 |
|
|
2023
Q2 | $291K | Buy |
1,321
+179
| +16% | +$39.4K | 0.14% | 36 |
|
|
2023
Q1 | $233K | Sell |
1,142
-255
| -18% | -$52K | 0.12% | 36 |
|
|
2022
Q4 | $267K | Buy |
+1,397
| New | +$267K | 0.16% | 36 |
|