JWM
Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.31M | Hold |
16,106
| – | – | 0.9% | 19 |
|
|
2024
Q1 | $4.19M | Sell |
16,106
-14
| -0.1% | -$3.64K | 0.89% | 17 |
|
|
2023
Q4 | $3.82M | Buy |
16,120
+1
| +0% | +$237 | 0.92% | 16 |
|
|
2023
Q3 | $3.42M | Buy |
16,119
+1
| +0% | +$212 | 0.9% | 16 |
|
|
2023
Q2 | $3.55M | Sell |
16,118
-99
| -0.6% | -$21.8K | 0.98% | 15 |
|
|
2023
Q1 | $3.33M | Sell |
16,217
-675
| -4% | -$138K | 0.94% | 16 |
|
|
2022
Q4 | $3.36M | Sell |
16,892
-175
| -1% | -$34.9K | 0.95% | 17 |
|
|
2022
Q3 | $3.09M | Buy |
17,067
+2
| +0% | +$362 | 1.01% | 16 |
|
|
2022
Q2 | $3.52M | Buy |
17,065
+127
| +0.7% | +$26.2K | 1.05% | 15 |
|
|
2022
Q1 | $3.86M | Sell |
16,938
-1,039
| -6% | -$237K | 1.06% | 14 |
|
|
2021
Q4 | $4.34M | Buy |
17,977
+853
| +5% | +$206K | 1.3% | 12 |
|
|
2021
Q3 | $3.8M | Buy |
17,124
+45
| +0.3% | +$9.99K | 1.34% | 12 |
|
|
2021
Q2 | $3.81M | Sell |
17,079
-2,800
| -14% | -$624K | 1.38% | 12 |
|
|
2021
Q1 | $4.11M | Buy |
19,879
+18,678
| +1,555% | +$3.86M | 1.64% | 12 |
|
|
2020
Q4 | $234K | Sell |
1,201
-53
| -4% | -$10.3K | 0.11% | 50 |
|
|
2020
Q3 | $214K | Buy |
1,254
+1,036
| +475% | +$177K | 0.12% | 42 |
|
|
2020
Q2 | $34K | Hold |
218
| – | – | 0.02% | 98 |
|
|
2020
Q1 | $28K | Buy |
218
+39
| +22% | +$5.01K | 0.02% | 78 |
|
|
2019
Q4 | $29K | Hold |
179
| – | – | 0.01% | 82 |
|
|
2019
Q3 | $27K | Sell |
179
-15
| -8% | -$2.26K | 0.01% | 89 |
|
|
2019
Q2 | $29K | Buy |
194
+179
| +1,193% | +$26.8K | 0.01% | 87 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 142 |
|
|
2018
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 141 |
|
|
2018
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 126 |
|
|
2018
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 132 |
|