WMS
Wealth Management Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $495K | Buy |
2,333
+166
| +8% | +$35.3K | 0.34% | 39 |
|
|
2023
Q2 | $477K | Sell |
2,167
-17
| -0.8% | -$3.75K | 0.31% | 39 |
|
|
2023
Q1 | $446K | Sell |
2,184
-2,153
| -50% | -$439K | 0.26% | 43 |
|
|
2022
Q4 | $829K | Sell |
4,337
-1,379
| -24% | -$264K | 0.44% | 29 |
|
|
2022
Q3 | $1.03M | Sell |
5,716
-1,635
| -22% | -$293K | 0.6% | 20 |
|
|
2022
Q2 | $1.39M | Sell |
7,351
-1,079
| -13% | -$204K | 0.78% | 19 |
|
|
2022
Q1 | $1.92M | Sell |
8,430
-776
| -8% | -$177K | 1% | 22 |
|
|
2021
Q4 | $2.22M | Buy |
+9,206
| New | +$2.22M | 1.14% | 19 |
|