LWS Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $325K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $152K | Buy |
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