WFWM
Wechter Feldman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $10.2M | Buy |
45,799
+3,109
| +7% | +$693K | 7.14% | 6 |
|
|
2021
Q1 | $8.82M | Buy |
42,690
+2,625
| +7% | +$543K | 6.51% | 7 |
|
|
2020
Q4 | $7.8M | Sell |
40,065
-175
| -0.4% | -$34.1K | 5.77% | 7 |
|
|
2020
Q3 | $6.85M | Buy |
40,240
+35,120
| +686% | +$5.98M | 5.38% | 8 |
|
|
2020
Q2 | $801K | Buy |
5,120
+1,575
| +44% | +$246K | 0.73% | 15 |
|
|
2020
Q1 | $457K | Sell |
3,545
-51,515
| -94% | -$6.64M | 1.12% | 15 |
|
|
2019
Q4 | $9.01M | Sell |
55,060
-501
| -0.9% | -$82K | 6.01% | 7 |
|
|
2019
Q3 | $8.39M | Sell |
55,561
-1,305
| -2% | -$197K | 5.29% | 8 |
|
|
2019
Q2 | $8.54M | Sell |
56,866
-1,401
| -2% | -$210K | 5.65% | 8 |
|
|
2019
Q1 | $8.43M | Sell |
58,267
-1,324
| -2% | -$192K | 5.51% | 8 |
|
|
2018
Q4 | $7.61M | Sell |
59,591
-1,470
| -2% | -$188K | 7.32% | 6 |
|
|
2018
Q3 | $9.14M | Sell |
61,061
-1,171
| -2% | -$175K | 5.58% | 10 |
|
|
2018
Q2 | $8.74M | Sell |
62,232
-4,647
| -7% | -$653K | 6.01% | 9 |
|
|
2018
Q1 | $9.08M | Sell |
66,879
-2,304
| -3% | -$313K | 6.42% | 8 |
|
|
2017
Q4 | $9.5M | Sell |
69,183
-1,839
| -3% | -$252K | 6.64% | 7 |
|
|
2017
Q3 | $9.2M | Buy |
71,022
+554
| +0.8% | +$71.8K | 7.06% | 7 |
|
|
2017
Q2 | $8.77M | Buy |
70,468
+21,577
| +44% | +$2.69M | 7.03% | 8 |
|
|
2017
Q1 | $5.93M | Buy |
48,891
+868
| +2% | +$105K | 4.07% | 12 |
|
|
2016
Q4 | $5.54M | Buy |
+48,023
| New | +$5.54M | 3.63% | 12 |
|