GWM
Gupta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $3.76M | Buy |
35,873
+3,553
| +11% | +$372K | 0.88% | 25 |
|
|
2015
Q4 | $3.37M | Buy |
32,320
+15,506
| +92% | +$1.62M | 0.86% | 24 |
|
|
2015
Q3 | $1.66M | Buy |
16,814
+12,879
| +327% | +$1.27M | 0.4% | 59 |
|
|
2015
Q2 | $421K | Buy |
+3,935
| New | +$421K | 0.1% | 165 |
|