PWS
Private Wealth Strategies’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 | $287K | Hold |
1,073
| – | – | 0.06% | 64 |
|
|
2024
Q1 | $279K | Sell |
1,073
-90
| -8% | -$23.4K | 0.06% | 54 |
|
|
2023
Q4 | $276K | Buy |
1,163
+5
| +0.4% | +$1.19K | 0.06% | 59 |
|
|
2023
Q3 | $246K | Buy |
1,158
+4
| +0.3% | +$850 | 0.06% | 59 |
|
|
2023
Q2 | $254K | Buy |
1,154
+5
| +0.4% | +$1.1K | 0.06% | 64 |
|
|
2023
Q1 | $235K | Buy |
1,149
+4
| +0.3% | +$817 | 0.06% | 65 |
|
|
2022
Q4 | $219K | Buy |
1,145
+1
| +0.1% | +$191 | 0.06% | 67 |
|
|
2022
Q3 | $205K | Buy |
+1,144
| New | +$205K | 0.06% | 68 |
|