WKWM
Walter & Keenan 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 | $8.78M | Buy |
28,875
+6,761
| +31% | +$2.05M | 2.55% | 7 |
|
|
2025
Q1 | $6.08M | Buy |
22,114
+16,800
| +316% | +$4.62M | 1.83% | 14 |
|
|
2024
Q4 | $1.54M | Buy |
5,314
+3,866
| +267% | +$1.12M | 0.47% | 57 |
|
|
2024
Q3 | $410K | Buy |
1,448
+319
| +28% | +$90.3K | 0.12% | 113 |
|
|
2024
Q2 | $302K | Buy |
1,129
+254
| +29% | +$67.9K | 0.1% | 122 |
|
|
2024
Q1 | $227K | Sell |
875
-28
| -3% | -$7.27K | 0.07% | 130 |
|
|
2023
Q4 | $214K | Buy |
+903
| New | +$214K | 0.08% | 135 |
|
|
2023
Q3 | – | Sell |
-947
| Closed | -$209K | – | 145 |
|
|
2023
Q2 | $209K | Buy |
+947
| New | +$209K | 0.08% | 137 |
|
|
2020
Q2 | – | Sell |
-2,547
| Closed | -$313K | – | 190 |
|
|
2020
Q1 | $313K | Buy |
+2,547
| New | +$313K | 0.12% | 84 |
|