PWS
Physician 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 | $880K | Buy |
2,896
+121
| +4% | +$36.8K | 0.41% | 28 |
|
|
2025
Q1 | $763K | Buy |
2,775
+4
| +0.1% | +$1.1K | 0.38% | 28 |
|
|
2024
Q4 | $803K | Hold |
2,771
| – | – | 0.4% | 28 |
|
|
2024
Q3 | $794K | Hold |
2,771
| – | – | 0.4% | 28 |
|
|
2024
Q2 | $741K | Sell |
2,771
-12
| -0.4% | -$3.21K | 0.53% | 28 |
|
|
2024
Q1 | $723K | Buy |
2,783
+3
| +0.1% | +$780 | 0.61% | 26 |
|
|
2023
Q4 | $659K | Buy |
+2,780
| New | +$659K | 0.66% | 27 |
|