WWM
Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
45,014
+731
| +2% | +$222K | 0.81% | 24 |
|
|
2025
Q1 | $12.2M | Sell |
44,283
-595
| -1% | -$164K | 0.81% | 24 |
|
|
2024
Q4 | $13M | Sell |
44,878
-10,240
| -19% | -$2.97M | 0.85% | 25 |
|
|
2024
Q3 | $15.6M | Buy |
55,118
+9,188
| +20% | +$2.6M | 0.89% | 19 |
|
|
2024
Q2 | $12.3M | Buy |
45,930
+455
| +1% | +$122K | 0.91% | 21 |
|
|
2024
Q1 | $11.8M | Sell |
45,475
-10,397
| -19% | -$2.7M | 0.92% | 20 |
|
|
2023
Q4 | $13.3M | Buy |
55,872
+1,537
| +3% | +$365K | 0.96% | 18 |
|
|
2023
Q3 | $11.5M | Sell |
54,335
-660
| -1% | -$140K | 0.98% | 17 |
|
|
2023
Q2 | $12.1M | Buy |
54,995
+1,391
| +3% | +$306K | 1.03% | 16 |
|
|
2023
Q1 | $10.9M | Buy |
53,604
+678
| +1% | +$138K | 1.02% | 15 |
|
|
2022
Q4 | $10.1M | Sell |
52,926
-50,111
| -49% | -$9.58M | 1.03% | 15 |
|
|
2022
Q3 | $18.6M | Sell |
103,037
-938
| -0.9% | -$170K | 1.07% | 16 |
|
|
2022
Q2 | $19.7M | Sell |
103,975
-2,066
| -2% | -$391K | 1.13% | 14 |
|
|
2022
Q1 | $24.1M | Buy |
106,041
+60,138
| +131% | +$13.7M | 1.17% | 13 |
|
|
2021
Q4 | $11.1M | Buy |
+45,903
| New | +$11.1M | 1.09% | 13 |
|
|
2021
Q2 | $12.3M | Buy |
55,105
+15,021
| +37% | +$3.35M | 1.26% | 11 |
|
|
2021
Q1 | $8.29M | Sell |
40,084
-508
| -1% | -$105K | 1.11% | 13 |
|
|
2020
Q4 | $7.9M | Sell |
40,592
-6,284
| -13% | -$1.22M | 1.16% | 12 |
|
|
2020
Q3 | $7.99M | Sell |
46,876
-293
| -0.6% | -$49.9K | 1.3% | 12 |
|
|
2020
Q2 | $7.39M | Sell |
47,169
-1,418
| -3% | -$222K | 1.34% | 11 |
|
|
2020
Q1 | $6.27M | Sell |
48,587
-20,655
| -30% | -$2.67M | 1.44% | 12 |
|
|
2019
Q4 | $11.3M | Sell |
69,242
-6,884
| -9% | -$1.13M | 1.72% | 11 |
|
|
2019
Q3 | $11.5M | Sell |
76,126
-8,956
| -11% | -$1.35M | 2.39% | 7 |
|
|
2019
Q2 | $12.8M | Buy |
85,082
+1,001
| +1% | +$150K | 1.68% | 19 |
|
|
2019
Q1 | $12.2M | Buy |
84,081
+3,833
| +5% | +$554K | 2.71% | 6 |
|
|
2018
Q4 | $10.2M | Buy |
+80,248
| New | +$10.2M | 2.76% | 4 |
|