AWM
Accurate 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 | $2.34M | Sell |
7,608
-369
| -5% | -$114K | 0.36% | 72 |
|
|
2025
Q1 | $2.08M | Sell |
7,977
-2,722
| -25% | -$710K | 0.4% | 68 |
|
|
2024
Q4 | $3.08M | Buy |
10,699
+1,112
| +12% | +$320K | 0.59% | 34 |
|
|
2024
Q3 | $2.75M | Buy |
9,587
+3,673
| +62% | +$1.05M | 0.55% | 52 |
|
|
2024
Q2 | $1.63M | Sell |
5,914
-2,318
| -28% | -$641K | 0.39% | 65 |
|
|
2024
Q1 | $2.02M | Buy |
8,232
+2,058
| +33% | +$505K | 0.59% | 52 |
|
|
2023
Q4 | $1.46M | Buy |
6,174
+52
| +0.8% | +$12.3K | 0.46% | 64 |
|
|
2023
Q3 | $1.32M | Sell |
6,122
-4,207
| -41% | -$910K | 0.42% | 67 |
|
|
2023
Q2 | $2.31M | Sell |
10,329
-39,382
| -79% | -$8.82M | 0.72% | 33 |
|
|
2023
Q1 | $10.1M | Buy |
49,711
+49,143
| +8,652% | +$10M | 3.49% | 3 |
|
|
2022
Q4 | $111K | Buy |
+568
| New | +$111K | 0.04% | 292 |
|
|
2022
Q2 | – | Sell |
-999
| Closed | -$228K | – | 198 |
|
|
2022
Q1 | $228K | Buy |
999
+125
| +14% | +$28.5K | 0.1% | 155 |
|
|
2021
Q4 | $202K | Buy |
+874
| New | +$202K | 0.17% | 138 |
|