WAM
Wealthspire Advisors (Maryland)’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $118M | Buy |
691,522
+630,260
| +1,029% | +$107M | 4.15% | 6 |
|
|
2020
Q2 | $9.59M | Buy |
61,262
+2,283
| +4% | +$357K | 0.69% | 23 |
|
|
2020
Q1 | $7.6M | Buy |
58,979
+23,912
| +68% | +$3.08M | 0.66% | 28 |
|
|
2019
Q4 | $5.74M | Buy |
35,067
+9,535
| +37% | +$1.56M | 0.39% | 42 |
|
|
2019
Q3 | $3.86M | Buy |
25,532
+1,849
| +8% | +$279K | 0.28% | 60 |
|
|
2019
Q2 | $3.56M | Buy |
23,683
+1,328
| +6% | +$199K | 0.27% | 62 |
|
|
2019
Q1 | $3.24M | Buy |
22,355
+1,376
| +7% | +$199K | 0.24% | 65 |
|
|
2018
Q4 | $2.68M | Buy |
20,979
+86
| +0.4% | +$11K | 0.24% | 64 |
|
|
2018
Q3 | $3.13M | Buy |
20,893
+16
| +0.1% | +$2.4K | 0.26% | 61 |
|
|
2018
Q2 | $2.93M | Sell |
20,877
-5,445
| -21% | -$765K | 0.27% | 60 |
|
|
2018
Q1 | $3.57M | Sell |
26,322
-14
| -0.1% | -$1.9K | 0.34% | 52 |
|
|
2017
Q4 | $3.62M | Buy |
26,336
+4,102
| +18% | +$563K | 0.35% | 48 |
|
|
2017
Q3 | $2.88M | Sell |
22,234
-109
| -0.5% | -$14.1K | 0.31% | 52 |
|
|
2017
Q2 | $2.78M | Buy |
22,343
+241
| +1% | +$30K | 0.33% | 50 |
|
|
2017
Q1 | $2.68M | Sell |
22,102
-247
| -1% | -$30K | 0.38% | 42 |
|
|
2016
Q4 | $2.58M | Buy |
22,349
+11,633
| +109% | +$1.34M | 0.39% | 41 |
|
|
2016
Q3 | $1.19M | Buy |
10,716
+2,651
| +33% | +$295K | 0.19% | 87 |
|
|
2016
Q2 | $864K | Buy |
8,065
+2,251
| +39% | +$241K | 0.14% | 105 |
|
|
2016
Q1 | $609K | Buy |
5,814
+12
| +0.2% | +$1.26K | 0.11% | 131 |
|
|
2015
Q4 | $605K | Buy |
+5,802
| New | +$605K | 0.11% | 130 |
|