WR Wealth Planners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $80.2K | Buy |
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|
2024
Q3 | $34.9K | Hold |
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|
2024
Q2 | $32.9K | Buy |
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|
2024
Q1 | $20.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.97K | Hold |
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|
2023
Q2 | $3.08K | Hold |
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|
2023
Q1 | $2.86K | Hold |
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|
2022
Q4 | $2.68K | Hold |
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|
2022
Q3 | $2.51K | Hold |
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|
2022
Q2 | $2.64K | Hold |
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|
2022
Q1 | $3.19K | Buy |
|