RWPA
Richard W. Paul & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,125
| Closed | -$616K | – | 507 |
|
|
2024
Q4 | $616K | Buy |
2,125
+44
| +2% | +$12.8K | 0.22% | 110 |
|
|
2024
Q3 | $589K | Hold |
2,081
| – | – | 0.21% | 114 |
|
|
2024
Q2 | $557K | Hold |
2,081
| – | – | 0.21% | 113 |
|
|
2024
Q1 | $541K | Hold |
2,081
| – | – | 0.22% | 113 |
|
|
2023
Q4 | $494K | Buy |
2,081
+98
| +5% | +$23.2K | 0.21% | 114 |
|
|
2023
Q3 | $421K | Buy |
1,983
+2
| +0.1% | +$425 | 0.19% | 117 |
|
|
2023
Q2 | $436K | Hold |
1,981
| – | – | 0.19% | 117 |
|
|
2023
Q1 | $404K | Hold |
1,981
| – | – | 0.19% | 118 |
|
|
2022
Q4 | $379K | Buy |
+1,981
| New | +$379K | 0.19% | 118 |
|