IWM
IHT 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 | $17.3M | Sell |
56,949
-27,934
| -33% | -$8.49M | 0.48% | 41 |
|
|
2025
Q1 | $17.4M | Buy |
84,883
+24,747
| +41% | +$5.07M | 0.54% | 37 |
|
|
2024
Q4 | $17.4M | Sell |
60,136
-23,550
| -28% | -$6.83M | 0.56% | 31 |
|
|
2024
Q3 | $23.6M | Buy |
83,686
+26,605
| +47% | +$7.51M | 0.67% | 23 |
|
|
2024
Q2 | $15.3M | Sell |
57,081
-435
| -0.8% | -$116K | 0.57% | 31 |
|
|
2024
Q1 | $14.9M | Sell |
57,516
-60
| -0.1% | -$15.6K | 0.6% | 26 |
|
|
2023
Q4 | $13.7M | Sell |
57,576
-12,412
| -18% | -$2.94M | 0.61% | 26 |
|
|
2023
Q3 | $14.9M | Buy |
69,988
+10,295
| +17% | +$2.19M | 0.75% | 23 |
|
|
2023
Q2 | $13.1M | Buy |
59,693
+3,606
| +6% | +$794K | 0.68% | 25 |
|
|
2023
Q1 | $11.4M | Buy |
56,087
+1,492
| +3% | +$305K | 0.65% | 25 |
|
|
2022
Q4 | $10.4M | Buy |
54,595
+234
| +0.4% | +$44.7K | 0.66% | 23 |
|
|
2022
Q3 | $9.76M | Buy |
54,361
+16,927
| +45% | +$3.04M | 0.74% | 15 |
|
|
2022
Q2 | $7.06M | Sell |
37,434
-6,888
| -16% | -$1.3M | 0.62% | 29 |
|
|
2022
Q1 | $10.1M | Sell |
44,322
-294
| -0.7% | -$66.9K | 0.76% | 21 |
|
|
2021
Q4 | $10.8M | Buy |
44,616
+4,383
| +11% | +$1.06M | 0.79% | 19 |
|
|
2021
Q3 | $8.93M | Sell |
40,233
-18,588
| -32% | -$4.13M | 0.73% | 23 |
|
|
2021
Q2 | $13.1M | Buy |
58,821
+646
| +1% | +$144K | 0.83% | 19 |
|
|
2021
Q1 | $12M | Buy |
58,175
+15,228
| +35% | +$3.15M | 0.86% | 19 |
|
|
2020
Q4 | $8.36M | Buy |
42,947
+358
| +0.8% | +$69.7K | 0.69% | 21 |
|
|
2020
Q3 | $7.25M | Buy |
42,589
+8,014
| +23% | +$1.36M | 0.73% | 17 |
|
|
2020
Q2 | $5.41M | Buy |
34,575
+120
| +0.3% | +$18.8K | 0.74% | 20 |
|
|
2020
Q1 | $4.44M | Buy |
34,455
+1,512
| +5% | +$195K | 0.64% | 24 |
|
|
2019
Q4 | $5.39M | Sell |
32,943
-3,540
| -10% | -$579K | 0.64% | 22 |
|
|
2019
Q3 | $5.51M | Buy |
36,483
+12,906
| +55% | +$1.95M | 0.75% | 22 |
|
|
2019
Q2 | $3.54M | Sell |
23,577
-233
| -1% | -$35K | 0.51% | 38 |
|
|
2019
Q1 | $3.45M | Sell |
23,810
-17,880
| -43% | -$2.59M | 0.57% | 28 |
|
|
2018
Q4 | $5.32M | Buy |
41,690
+2,906
| +7% | +$371K | 1.02% | 15 |
|
|
2018
Q3 | $5.8M | Buy |
38,784
+10,294
| +36% | +$1.54M | 1.26% | 12 |
|
|
2018
Q2 | $4M | Buy |
28,490
+6,276
| +28% | +$881K | 1.02% | 16 |
|
|
2018
Q1 | $2.95M | Buy |
22,214
+1,855
| +9% | +$246K | 0.79% | 18 |
|
|
2017
Q4 | $2.86M | Buy |
20,359
+11,272
| +124% | +$1.59M | 0.76% | 19 |
|
|
2017
Q3 | $1.19M | Buy |
9,087
+7,345
| +422% | +$962K | 0.51% | 42 |
|
|
2017
Q2 | $368 | Buy |
1,742
+206
| +13% | +$44 | 0.18% | 145 |
|
|
2017
Q1 | $83K | Sell |
1,536
-4,736
| -76% | -$256K | 0.06% | 311 |
|
|
2016
Q4 | $729K | Buy |
+6,272
| New | +$729K | 0.55% | 37 |
|