AWM
Accel 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 | $7.5M | Buy |
24,692
+1,780
| +8% | +$541K | 2.5% | 4 |
|
|
2025
Q1 | $6.3M | Sell |
22,912
-1,955
| -8% | -$537K | 2.28% | 6 |
|
|
2024
Q4 | $7.21M | Buy |
24,867
+501
| +2% | +$145K | 2.73% | 4 |
|
|
2024
Q3 | $6.9M | Buy |
24,366
+855
| +4% | +$242K | 2.57% | 4 |
|
|
2024
Q2 | $6.29M | Buy |
23,511
+1,265
| +6% | +$338K | 2.52% | 4 |
|
|
2024
Q1 | $5.78M | Buy |
22,246
+4,882
| +28% | +$1.27M | 2.45% | 3 |
|
|
2023
Q4 | $4.12M | Buy |
17,364
+678
| +4% | +$161K | 2.07% | 9 |
|
|
2023
Q3 | $3.54M | Buy |
16,686
+1,180
| +8% | +$251K | 1.97% | 10 |
|
|
2023
Q2 | $3.42M | Buy |
15,506
+11,781
| +316% | +$2.6M | 1.88% | 9 |
|
|
2023
Q1 | $760K | Buy |
3,725
+578
| +18% | +$118K | 0.31% | 79 |
|
|
2022
Q4 | $602K | Sell |
3,147
-399
| -11% | -$76.3K | 0.29% | 77 |
|
|
2022
Q3 | $674K | Sell |
3,546
-7
| -0.2% | -$1.33K | 0.36% | 66 |
|
|
2022
Q2 | $684K | Buy |
3,553
+532
| +18% | +$102K | 0.39% | 61 |
|
|
2022
Q1 | $691K | Sell |
3,021
-12,953
| -81% | -$2.96M | 0.36% | 65 |
|
|
2021
Q4 | $3.86M | Buy |
15,974
+11,930
| +295% | +$2.88M | 1.89% | 7 |
|
|
2021
Q3 | $898K | Sell |
4,044
-7,119
| -64% | -$1.58M | 0.58% | 46 |
|
|
2021
Q2 | $2.49M | Buy |
11,163
+3,274
| +42% | +$729K | 1.65% | 10 |
|
|
2021
Q1 | $1.63M | Buy |
7,889
+2,714
| +52% | +$561K | 1.32% | 13 |
|
|
2020
Q4 | $1.01M | Buy |
+5,175
| New | +$1.01M | 0.94% | 21 |
|