IWS
Integrity Wealth Solutions’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 | $2.17M | Buy |
7,133
+77
| +1% | +$23.4K | 1.06% | 31 |
|
2025
Q1 | $1.94M | Buy |
7,056
+260
| +4% | +$71.5K | 1.05% | 33 |
|
2024
Q4 | $1.97M | Buy |
6,796
+364
| +6% | +$105K | 1.1% | 34 |
|
2024
Q3 | $1.83M | Sell |
6,432
-1,417
| -18% | -$403K | 1.07% | 34 |
|
2024
Q2 | $2.11M | Buy |
7,849
+85
| +1% | +$22.8K | 1.37% | 26 |
|
2024
Q1 | $2.02M | Buy |
7,764
+47
| +0.6% | +$12.2K | 1.32% | 30 |
|
2023
Q4 | $1.83M | Buy |
+7,717
| New | +$1.83M | 1.27% | 29 |
|