AWM
Abound 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 | $13M | Sell |
42,688
-8,707
| -17% | -$2.65M | 3.67% | 10 |
|
|
2025
Q1 | $14.1M | Buy |
51,395
+11,173
| +28% | +$3.07M | 4.71% | 7 |
|
|
2024
Q4 | $11.7M | Buy |
40,222
+1,142
| +3% | +$331K | 3.74% | 9 |
|
|
2024
Q3 | $11.1M | Buy |
39,080
+1,012
| +3% | +$287K | 3.67% | 9 |
|
|
2024
Q2 | $10.2M | Sell |
38,068
-801
| -2% | -$214K | 3.75% | 9 |
|
|
2024
Q1 | $10.1M | Sell |
38,869
-4
| -0% | -$1.04K | 3.85% | 9 |
|
|
2023
Q4 | $9.22M | Sell |
38,873
-7,385
| -16% | -$1.75M | 3.7% | 9 |
|
|
2023
Q3 | $9.83M | Buy |
46,258
+3,992
| +9% | +$848K | 4.18% | 8 |
|
|
2023
Q2 | $9.31M | Buy |
42,266
+5,301
| +14% | +$1.17M | 3.89% | 10 |
|
|
2023
Q1 | $7.54M | Sell |
36,965
-399
| -1% | -$81.4K | 3.38% | 10 |
|
|
2022
Q4 | $7.14M | Sell |
37,364
-3,678
| -9% | -$703K | 3.5% | 10 |
|
|
2022
Q3 | $7.37M | Sell |
41,042
-43,934
| -52% | -$7.88M | 3.98% | 9 |
|
|
2022
Q2 | $16M | Buy |
84,976
+66,065
| +349% | +$12.5M | 8.93% | 5 |
|
|
2022
Q1 | $4.31M | Buy |
18,911
+17,632
| +1,379% | +$4.01M | 3.1% | 9 |
|
|
2021
Q4 | $309K | Buy |
+1,279
| New | +$309K | 0.24% | 29 |
|