AFAS
Acorn Financial Advisory Services’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 | $1.24M | Buy |
4,068
+17
| +0.4% | +$5.17K | 0.2% | 56 |
|
|
2025
Q1 | $1.11M | Sell |
4,051
-283
| -7% | -$77.8K | 0.2% | 62 |
|
|
2024
Q4 | $1.26M | Buy |
4,334
+303
| +8% | +$87.8K | 0.21% | 56 |
|
|
2024
Q3 | $1.14M | Sell |
4,031
-62
| -2% | -$17.6K | 0.2% | 58 |
|
|
2024
Q2 | $1.09M | Sell |
4,093
-511
| -11% | -$137K | 0.2% | 60 |
|
|
2024
Q1 | $1.2M | Sell |
4,604
-5,200
| -53% | -$1.35M | 0.23% | 61 |
|
|
2023
Q4 | $2.3M | Sell |
9,804
-795
| -8% | -$187K | 0.4% | 31 |
|
|
2023
Q3 | $2.25M | Sell |
10,599
-404
| -4% | -$85.8K | 0.4% | 33 |
|
|
2023
Q2 | $2.42M | Sell |
11,003
-119
| -1% | -$26.2K | 0.43% | 27 |
|
|
2023
Q1 | $2.27M | Buy |
11,122
+468
| +4% | +$95.5K | 0.44% | 25 |
|
|
2022
Q4 | $2.04M | Buy |
10,654
+292
| +3% | +$55.8K | 0.43% | 26 |
|
|
2022
Q3 | $1.86M | Buy |
10,362
+1,927
| +23% | +$345K | 0.44% | 25 |
|
|
2022
Q2 | $1.59M | Buy |
8,435
+579
| +7% | +$109K | 0.38% | 40 |
|
|
2022
Q1 | $1.79M | Buy |
7,856
+495
| +7% | +$113K | 0.36% | 42 |
|
|
2021
Q4 | $1.78M | Buy |
7,361
+205
| +3% | +$49.5K | 0.36% | 47 |
|
|
2021
Q3 | $1.59M | Sell |
7,156
-599
| -8% | -$133K | 0.49% | 49 |
|
|
2021
Q2 | $1.73M | Buy |
7,755
+4,957
| +177% | +$1.1M | 0.51% | 56 |
|
|
2021
Q1 | $587K | Sell |
2,798
-2,158
| -44% | -$453K | 0.21% | 109 |
|
|
2020
Q4 | $965K | Buy |
4,956
+144
| +3% | +$28K | 0.38% | 80 |
|
|
2020
Q3 | $821K | Buy |
4,812
+134
| +3% | +$22.9K | 0.43% | 65 |
|
|
2020
Q2 | $731K | Sell |
4,678
-7,938
| -63% | -$1.24M | 0.51% | 61 |
|
|
2020
Q1 | $1.63M | Buy |
12,616
+10,346
| +456% | +$1.33M | 1.61% | 10 |
|
|
2019
Q4 | $371K | Buy |
+2,270
| New | +$371K | 0.31% | 112 |
|