JWM
JPL 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 | $11M | Buy |
36,195
+610
| +2% | +$185K | 2.97% | 4 |
|
|
2025
Q1 | $9.78M | Buy |
35,585
+2,154
| +6% | +$592K | 2.79% | 4 |
|
|
2024
Q4 | $9.69M | Buy |
+33,431
| New | +$9.69M | 2.77% | 5 |
|
|
2024
Q2 | $4.11M | Buy |
15,374
+8,177
| +114% | +$2.19M | 2.01% | 9 |
|
|
2024
Q1 | $1.87M | Buy |
7,197
+996
| +16% | +$259K | 1.03% | 47 |
|
|
2023
Q4 | $1.47M | Buy |
+6,201
| New | +$1.47M | 1.06% | 44 |
|