TWM
Titus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.85M | Buy |
9,798
+727
| +8% | +$137K | 0.93% | 24 |
|
|
2022
Q1 | $2.07M | Sell |
9,071
-29
| -0.3% | -$6.6K | 0.93% | 23 |
|
|
2021
Q4 | $2.2M | Sell |
9,100
-74
| -0.8% | -$17.9K | 0.99% | 20 |
|
|
2021
Q3 | $2.04M | Buy |
9,174
+3,205
| +54% | +$711K | 1.07% | 18 |
|
|
2021
Q2 | $1.33M | Sell |
5,969
-19
| -0.3% | -$4.23K | 0.72% | 24 |
|
|
2021
Q1 | $1.24M | Sell |
5,988
-279
| -4% | -$57.7K | 0.72% | 24 |
|
|
2020
Q4 | $1.22M | Buy |
6,267
+2
| +0% | +$389 | 0.75% | 25 |
|
|
2020
Q3 | $1.07M | Sell |
6,265
-58
| -0.9% | -$9.88K | 0.76% | 27 |
|
|
2020
Q2 | $990K | Buy |
6,323
+137
| +2% | +$21.5K | 0.78% | 27 |
|
|
2020
Q1 | $797K | Sell |
6,186
-136
| -2% | -$17.5K | 0.75% | 26 |
|
|
2019
Q4 | $1.03M | Sell |
6,322
-1,568
| -20% | -$256K | 1.04% | 24 |
|
|
2019
Q3 | $1.19M | Sell |
7,890
-484
| -6% | -$73.1K | 1.09% | 19 |
|
|
2019
Q2 | $1.26M | Sell |
8,374
-2,867
| -26% | -$430K | 1.24% | 19 |
|
|
2019
Q1 | $1.63K | Buy |
11,241
+252
| +2% | +$36 | 1.43% | 15 |
|
|
2018
Q4 | $1.4K | Sell |
10,989
-53
| -0.5% | -$7 | 1.2% | 16 |
|
|
2018
Q3 | $1.65M | Sell |
11,042
-76
| -0.7% | -$11.4K | 1.42% | 16 |
|
|
2018
Q2 | $156K | Sell |
11,118
-1,250
| -10% | -$17.5K | 0.17% | 85 |
|
|
2018
Q1 | $1.52M | Buy |
12,368
+336
| +3% | +$41.3K | 1.46% | 17 |
|
|
2017
Q4 | $1.65M | Buy |
+12,032
| New | +$1.65M | 1.86% | 15 |
|