GWWM
Great Waters 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 | $532K | Sell |
1,752
-19
| -1% | -$5.77K | 0.07% | 56 |
|
|
2025
Q1 | $487K | Sell |
1,771
-721
| -29% | -$198K | 0.07% | 60 |
|
|
2024
Q4 | $722K | Buy |
2,492
+25
| +1% | +$7.25K | 0.09% | 54 |
|
|
2024
Q3 | $698K | Sell |
2,467
-21
| -0.8% | -$5.95K | 0.09% | 55 |
|
|
2024
Q2 | $665K | Sell |
2,488
-55
| -2% | -$14.7K | 0.1% | 54 |
|
|
2024
Q1 | $661K | Sell |
2,543
-188
| -7% | -$48.9K | 0.11% | 54 |
|
|
2023
Q4 | $637K | Sell |
2,731
-103
| -4% | -$24K | 0.11% | 54 |
|
|
2023
Q3 | $604K | Sell |
2,834
-651
| -19% | -$139K | 0.12% | 54 |
|
|
2023
Q2 | $768K | Buy |
3,485
+502
| +17% | +$111K | 0.15% | 50 |
|
|
2023
Q1 | $611K | Buy |
2,983
+4
| +0.1% | +$820 | 0.13% | 53 |
|
|
2022
Q4 | $599K | Buy |
+2,979
| New | +$599K | 0.13% | 53 |
|