AWA
Aaron 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 | $1.2M | Hold |
3,934
| – | – | 0.12% | 116 |
|
|
2025
Q1 | $1.08M | Hold |
3,934
| – | – | 0.12% | 115 |
|
|
2024
Q4 | $1.14M | Hold |
3,934
| – | – | 0.13% | 104 |
|
|
2024
Q3 | $1.11M | Buy |
3,934
+973
| +33% | +$276K | 0.13% | 106 |
|
|
2024
Q2 | $792K | Hold |
2,961
| – | – | 0.11% | 121 |
|
|
2024
Q1 | $770K | Sell |
2,961
-55
| -2% | -$14.3K | 0.11% | 117 |
|
|
2023
Q4 | $715K | Hold |
3,016
| – | – | 0.12% | 106 |
|
|
2023
Q3 | $641K | Buy |
3,016
+51
| +2% | +$10.8K | 0.08% | 128 |
|
|
2023
Q2 | $653K | Sell |
2,965
-5,359
| -64% | -$1.18M | 0.08% | 133 |
|
|
2023
Q1 | $1.7M | Buy |
+8,324
| New | +$1.7M | 0.23% | 68 |
|