RWM
RKL 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 | $1.05M | Buy |
3,459
+2,389
| +223% | +$726K | 0.09% | 91 |
|
|
2025
Q1 | $294K | Sell |
1,070
-1,135
| -51% | -$312K | 0.03% | 153 |
|
|
2024
Q4 | $639K | Buy |
2,205
+791
| +56% | +$229K | 0.06% | 112 |
|
|
2024
Q3 | $401K | Hold |
1,414
| – | – | 0.04% | 115 |
|
|
2024
Q2 | $378K | Hold |
1,414
| – | – | 0.04% | 109 |
|
|
2024
Q1 | $367K | Buy |
1,414
+84
| +6% | +$21.8K | 0.04% | 114 |
|
|
2023
Q4 | $316K | Sell |
1,330
-197
| -13% | -$46.7K | 0.03% | 117 |
|
|
2023
Q3 | $324K | Buy |
1,527
+150
| +11% | +$31.9K | 0.04% | 106 |
|
|
2023
Q2 | $303K | Buy |
1,377
+166
| +14% | +$36.6K | 0.04% | 113 |
|
|
2023
Q1 | $247K | Buy |
1,211
+102
| +9% | +$20.8K | 0.03% | 122 |
|
|
2022
Q4 | $212K | Buy |
+1,109
| New | +$212K | 0.03% | 127 |
|
|
2022
Q3 | – | Sell |
-1,403
| Closed | -$265K | – | 139 |
|
|
2022
Q2 | $265K | Buy |
1,403
+3
| +0.2% | +$567 | 0.04% | 119 |
|
|
2022
Q1 | $319K | Buy |
1,400
+89
| +7% | +$20.3K | 0.04% | 116 |
|
|
2021
Q4 | $316K | Buy |
1,311
+3
| +0.2% | +$723 | 0.04% | 102 |
|
|
2021
Q3 | $291K | Buy |
1,308
+1
| +0.1% | +$222 | 0.04% | 108 |
|
|
2021
Q2 | $291K | Sell |
1,307
-43
| -3% | -$9.57K | 0.04% | 111 |
|
|
2021
Q1 | $279K | Sell |
1,350
-135
| -9% | -$27.9K | 0.04% | 113 |
|
|
2020
Q4 | $289K | Buy |
+1,485
| New | +$289K | 0.04% | 108 |
|
|
2020
Q2 | – | Sell |
-5,782
| Closed | -$745K | – | 115 |
|
|
2020
Q1 | $745K | Buy |
+5,782
| New | +$745K | 0.16% | 72 |
|