IWS
Insight Wealth Strategies’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 | $237K | Sell |
780
-25
| -3% | -$7.6K | 0.03% | 155 |
|
|
2025
Q1 | $221K | Buy |
805
+1
| +0.1% | +$275 | 0.03% | 147 |
|
|
2024
Q4 | $233K | Buy |
804
+28
| +4% | +$8.11K | 0.03% | 143 |
|
|
2024
Q3 | $220K | Buy |
776
+1
| +0.1% | +$283 | 0.03% | 152 |
|
|
2024
Q2 | $207K | Sell |
775
-72
| -9% | -$19.3K | 0.03% | 154 |
|
|
2024
Q1 | $220K | Buy |
847
+1
| +0.1% | +$260 | 0.03% | 155 |
|
|
2023
Q4 | $201K | Buy |
+846
| New | +$201K | 0.03% | 151 |
|