HPWM
High Pines 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,402
| Closed | -$2.6M | – | 37 |
|
|
2022
Q1 | $2.6M | Hold |
11,402
| – | – | 1.91% | 25 |
|
|
2021
Q4 | $2.75M | Sell |
11,402
-9,674
| -46% | -$2.34M | 1.92% | 25 |
|
|
2021
Q3 | $4.68M | Buy |
21,076
+7,889
| +60% | +$1.75M | 3.21% | 13 |
|
|
2021
Q2 | $2.94M | Buy |
+13,187
| New | +$2.94M | 2.22% | 21 |
|