UW
Unique Wealth’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 | $1.63M | Sell |
5,355
-157
| -3% | -$47.7K | 0.26% | 71 |
|
|
2025
Q1 | $1.51M | Buy |
5,512
+3,225
| +141% | +$886K | 0.29% | 68 |
|
|
2024
Q4 | $663K | Buy |
2,287
+551
| +32% | +$160K | 0.14% | 79 |
|
|
2024
Q3 | $491K | Buy |
1,736
+539
| +45% | +$153K | 0.11% | 80 |
|
|
2024
Q2 | $320K | Sell |
1,197
-7
| -0.6% | -$1.87K | 0.08% | 73 |
|
|
2024
Q1 | $313K | Sell |
1,204
-8
| -0.7% | -$2.08K | 0.09% | 72 |
|
|
2023
Q4 | $287K | Buy |
1,212
+139
| +13% | +$33K | 0.09% | 67 |
|
|
2023
Q3 | $228K | Sell |
1,073
-270
| -20% | -$57.4K | 0.1% | 76 |
|
|
2023
Q2 | $296K | Buy |
+1,343
| New | +$296K | 0.13% | 60 |
|