WCG
Weaver Consulting Group’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 | $8.77M | Sell |
28,871
-376
| -1% | -$114K | 2.43% | 6 |
|
|
2025
Q1 | $8.04M | Sell |
29,247
-409
| -1% | -$112K | 2.42% | 6 |
|
|
2024
Q4 | $8.59M | Sell |
29,656
-40
| -0.1% | -$11.6K | 2.64% | 6 |
|
|
2024
Q3 | $8.41M | Sell |
29,696
-112
| -0.4% | -$31.7K | 2.67% | 6 |
|
|
2024
Q2 | $7.97M | Buy |
29,808
+167
| +0.6% | +$44.7K | 2.78% | 5 |
|
|
2024
Q1 | $7.7M | Buy |
29,641
+70
| +0.2% | +$18.2K | 2.85% | 4 |
|
|
2023
Q4 | $7.01M | Sell |
29,571
-758
| -2% | -$180K | 2.85% | 5 |
|
|
2023
Q3 | $6.44M | Buy |
30,329
+191
| +0.6% | +$40.6K | 2.91% | 6 |
|
|
2023
Q2 | $6.64M | Sell |
30,138
-1,461
| -5% | -$322K | 2.93% | 6 |
|
|
2023
Q1 | $6.45M | Sell |
31,599
-1,378
| -4% | -$281K | 2.95% | 7 |
|
|
2022
Q4 | $6.3M | Sell |
32,977
-2,137
| -6% | -$409K | 3.22% | 5 |
|
|
2022
Q3 | $6.3M | Sell |
35,114
-1,957
| -5% | -$351K | 3.62% | 5 |
|
|
2022
Q2 | $6.99M | Buy |
37,071
+1,375
| +4% | +$259K | 3.91% | 4 |
|
|
2022
Q1 | $8.13M | Buy |
35,696
+2,313
| +7% | +$527K | 3.94% | 3 |
|
|
2021
Q4 | $8.06M | Buy |
33,383
+3,231
| +11% | +$780K | 3.88% | 6 |
|
|
2021
Q3 | $6.7M | Buy |
30,152
+2,319
| +8% | +$515K | 3.64% | 6 |
|
|
2021
Q2 | $6.2M | Buy |
27,833
+2,402
| +9% | +$535K | 3.49% | 6 |
|
|
2021
Q1 | $5.26M | Buy |
25,431
+3,031
| +14% | +$626K | 3.23% | 6 |
|
|
2020
Q4 | $4.36M | Buy |
22,400
+156
| +0.7% | +$30.4K | 2.72% | 8 |
|
|
2020
Q3 | $3.79M | Sell |
22,244
-245
| -1% | -$41.7K | 2.18% | 9 |
|
|
2020
Q2 | $3.52M | Sell |
22,489
-6,569
| -23% | -$1.03M | 2.05% | 11 |
|
|
2020
Q1 | $3.75M | Sell |
29,058
-519
| -2% | -$66.9K | 2.45% | 10 |
|
|
2019
Q4 | $4.47M | Sell |
29,577
-2
| -0% | -$302 | 2.39% | 9 |
|
|
2019
Q3 | $4.55M | Sell |
29,579
-182
| -0.6% | -$28K | 2.41% | 9 |
|
|
2019
Q2 | $4.47M | Buy |
29,761
+227
| +0.8% | +$34.1K | 2.44% | 9 |
|
|
2019
Q1 | $4.36M | Buy |
+29,534
| New | +$4.36M | 1.23% | 16 |
|