WC
Wealth CMT’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23,181
| Closed | -$4.43M | – | 37 |
|
|
2022
Q4 | $4.43M | Buy |
23,181
+3,101
| +15% | +$593K | 2.35% | 11 |
|
|
2022
Q3 | $3.6M | Sell |
20,080
-257
| -1% | -$46.1K | 2.16% | 12 |
|
|
2022
Q2 | $3.84M | Buy |
20,337
+3,057
| +18% | +$577K | 2.23% | 11 |
|
|
2022
Q1 | $3.93M | Buy |
17,280
+2,770
| +19% | +$631K | 2.01% | 10 |
|
|
2021
Q4 | $3.5M | Buy |
+14,510
| New | +$3.5M | 1.8% | 10 |
|
|
2021
Q2 | – | Sell |
-15,615
| Closed | -$3.23M | – | 18 |
|
|
2021
Q1 | $3.23M | Sell |
15,615
-299
| -2% | -$61.8K | 1.9% | 10 |
|
|
2020
Q4 | $3.1M | Sell |
15,914
-1,049
| -6% | -$204K | 1.93% | 11 |
|
|
2020
Q3 | $2.89M | Sell |
16,963
-478
| -3% | -$81.4K | 2.14% | 11 |
|
|
2020
Q2 | $2.73M | Buy |
17,441
+942
| +6% | +$147K | 2.11% | 12 |
|
|
2020
Q1 | $2.13M | Buy |
16,499
+13,193
| +399% | +$1.7M | 1.97% | 12 |
|
|
2019
Q4 | $541K | Buy |
+3,306
| New | +$541K | 0.48% | 13 |
|