GWAM
Guardian Wealth Advisors (Minnesota)’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,724
| Closed | -$488K | – | 82 |
|
|
2024
Q3 | $488K | Hold |
1,724
| – | – | 0.3% | 47 |
|
|
2024
Q2 | $461K | Hold |
1,724
| – | – | 0.3% | 48 |
|
|
2024
Q1 | $448K | Buy |
1,724
+340
| +25% | +$88.4K | 0.29% | 49 |
|
|
2023
Q4 | $328K | Buy |
1,384
+150
| +12% | +$35.6K | 0.23% | 54 |
|
|
2023
Q3 | $262K | Hold |
1,234
| – | – | 0.2% | 57 |
|
|
2023
Q2 | $272K | Hold |
1,234
| – | – | 0.2% | 57 |
|
|
2023
Q1 | $252K | Hold |
1,234
| – | – | 0.2% | 59 |
|
|
2022
Q4 | $236K | Hold |
1,234
| – | – | 0.21% | 58 |
|
|
2022
Q3 | $221K | Hold |
1,234
| – | – | 0.21% | 57 |
|
|
2022
Q2 | $233K | Buy |
+1,234
| New | +$233K | 0.21% | 58 |
|