WBC
West Branch Capital’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 | $324K | Sell |
1,067
-86
| -7% | -$26.1K | 0.1% | 67 |
|
|
2025
Q1 | $317K | Sell |
1,153
-31
| -3% | -$8.52K | 0.11% | 67 |
|
|
2024
Q4 | $343K | Buy |
1,184
+15
| +1% | +$4.35K | 0.11% | 65 |
|
|
2024
Q3 | $331K | Buy |
1,169
+82
| +8% | +$23.2K | 0.11% | 65 |
|
|
2024
Q2 | $291K | Hold |
1,087
| – | – | 0.11% | 70 |
|
|
2024
Q1 | $283K | Sell |
1,087
-105
| -9% | -$27.3K | 0.11% | 70 |
|
|
2023
Q4 | $283K | Sell |
1,192
-24
| -2% | -$5.7K | 0.13% | 61 |
|
|
2023
Q3 | $258K | Buy |
1,216
+4
| +0.3% | +$849 | 0.14% | 67 |
|
|
2023
Q2 | $267K | Sell |
1,212
-5
| -0.4% | -$1.1K | 0.13% | 67 |
|
|
2023
Q1 | $248K | Sell |
1,217
-189
| -13% | -$38.6K | 0.14% | 69 |
|
|
2022
Q4 | $269K | Buy |
1,406
+5
| +0.4% | +$956 | 0.17% | 64 |
|
|
2022
Q3 | $251K | Buy |
1,401
+5
| +0.4% | +$896 | 0.16% | 70 |
|
|
2022
Q2 | $263K | Buy |
1,396
+4
| +0.3% | +$754 | 0.15% | 69 |
|
|
2022
Q1 | $317K | Sell |
1,392
-305
| -18% | -$69.5K | 0.15% | 66 |
|
|
2021
Q4 | $410K | Buy |
1,697
+69
| +4% | +$16.7K | 0.17% | 62 |
|
|
2021
Q3 | $361K | Buy |
1,628
+4
| +0.2% | +$887 | 0.17% | 64 |
|
|
2021
Q2 | $362K | Buy |
1,624
+3
| +0.2% | +$669 | 0.18% | 65 |
|
|
2021
Q1 | $335K | Sell |
1,621
-14
| -0.9% | -$2.89K | 0.2% | 64 |
|
|
2020
Q4 | $318K | Sell |
1,635
-8
| -0.5% | -$1.56K | 0.19% | 65 |
|
|
2020
Q3 | $280K | Sell |
1,643
-56
| -3% | -$9.54K | 0.18% | 67 |
|
|
2020
Q2 | $266K | Buy |
1,699
+13
| +0.8% | +$2.04K | 0.19% | 67 |
|
|
2020
Q1 | $217K | Buy |
1,686
+5
| +0.3% | +$644 | 0.21% | 70 |
|
|
2019
Q4 | $275K | Sell |
1,681
-144
| -8% | -$23.6K | 0.19% | 80 |
|
|
2019
Q3 | $276K | Buy |
1,825
+5
| +0.3% | +$756 | 0.2% | 71 |
|
|
2019
Q2 | $273K | Buy |
1,820
+4
| +0.2% | +$600 | 0.23% | 76 |
|
|
2019
Q1 | $263K | Sell |
1,816
-228
| -11% | -$33K | 0.24% | 70 |
|
|
2018
Q4 | $261K | Buy |
2,044
+64
| +3% | +$8.17K | 0.27% | 62 |
|
|
2018
Q3 | $296K | Hold |
1,980
| – | – | 0.22% | 74 |
|
|
2018
Q2 | $278K | Buy |
+1,980
| New | +$278K | 0.22% | 76 |
|