1WA
180 Wealth Advisors’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 | $2.94M | Sell |
9,687
-69
| -0.7% | -$21K | 0.41% | 58 |
|
|
2025
Q1 | $2.68M | Sell |
9,756
-254
| -3% | -$69.8K | 0.43% | 62 |
|
|
2024
Q4 | $2.9M | Sell |
10,010
-133
| -1% | -$38.5K | 0.45% | 50 |
|
|
2024
Q3 | $2.87M | Sell |
10,143
-353
| -3% | -$100K | 0.45% | 56 |
|
|
2024
Q2 | $2.87M | Sell |
10,496
-115
| -1% | -$31.5K | 0.47% | 52 |
|
|
2024
Q1 | $2.76M | Buy |
10,611
+659
| +7% | +$171K | 0.5% | 53 |
|
|
2023
Q4 | $2.35M | Buy |
9,952
+9
| +0.1% | +$2.12K | 0.47% | 56 |
|
|
2023
Q3 | $2.11M | Sell |
9,943
-44
| -0.4% | -$9.35K | 0.48% | 58 |
|
|
2023
Q2 | $2.21M | Sell |
9,987
-98
| -1% | -$21.7K | 0.48% | 55 |
|
|
2023
Q1 | $2.06M | Buy |
10,085
+509
| +5% | +$104K | 0.48% | 60 |
|
|
2022
Q4 | $1.94M | Buy |
9,576
+32
| +0.3% | +$6.5K | 0.46% | 66 |
|
|
2022
Q3 | $1.71M | Buy |
9,544
+85
| +0.9% | +$15.3K | 0.47% | 63 |
|
|
2022
Q2 | $1.8M | Sell |
9,459
-203
| -2% | -$38.7K | 0.46% | 66 |
|
|
2022
Q1 | $2.17M | Sell |
9,662
-70
| -0.7% | -$15.7K | 0.47% | 58 |
|
|
2021
Q4 | $2.15M | Sell |
9,732
-494
| -5% | -$109K | 0.48% | 59 |
|
|
2021
Q3 | $2.36M | Sell |
10,226
-312
| -3% | -$72K | 0.52% | 48 |
|
|
2021
Q2 | $2.41M | Buy |
10,538
+391
| +4% | +$89.5K | 0.55% | 42 |
|
|
2021
Q1 | $2.18M | Sell |
10,147
-322
| -3% | -$69.2K | 0.54% | 46 |
|
|
2020
Q4 | $2.08M | Buy |
10,469
+190
| +2% | +$37.8K | 0.6% | 39 |
|
|
2020
Q3 | $1.81M | Sell |
10,279
-205
| -2% | -$36K | 0.68% | 32 |
|
|
2020
Q2 | $1.71M | Sell |
10,484
-162
| -2% | -$26.4K | 0.68% | 32 |
|
|
2020
Q1 | $1.34M | Buy |
10,646
+3,427
| +47% | +$430K | 0.69% | 32 |
|
|
2019
Q4 | $1.21M | Buy |
7,219
+316
| +5% | +$52.7K | 0.48% | 56 |
|
|
2019
Q3 | $1.04M | Buy |
6,903
+704
| +11% | +$106K | 0.46% | 58 |
|
|
2019
Q2 | $935K | Buy |
6,199
+1,563
| +34% | +$236K | 0.42% | 62 |
|
|
2019
Q1 | $684K | Buy |
4,636
+187
| +4% | +$27.6K | 0.31% | 87 |
|
|
2018
Q4 | $666K | Hold |
4,449
| – | – | 0.31% | 98 |
|
|
2018
Q3 | $666K | Buy |
4,449
+5
| +0.1% | +$748 | 0.31% | 99 |
|
|
2018
Q2 | $624K | Buy |
4,444
+595
| +15% | +$83.5K | 0.31% | 96 |
|
|
2018
Q1 | $522K | Buy |
3,849
+185
| +5% | +$25.1K | 0.27% | 112 |
|
|
2017
Q4 | $503K | Buy |
+3,664
| New | +$503K | 0.26% | 113 |
|