AWA
Acorn 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 | $4.19M | Buy |
13,791
+4,637
| +51% | +$1.41M | 1.56% | 11 |
|
|
2025
Q1 | $2.52M | Buy |
9,154
+451
| +5% | +$124K | 1.05% | 24 |
|
|
2024
Q4 | $2.52M | Sell |
8,703
-1,424
| -14% | -$413K | 1.04% | 26 |
|
|
2024
Q3 | $2.87M | Sell |
10,127
-472
| -4% | -$134K | 1.23% | 18 |
|
|
2024
Q2 | $2.84M | Buy |
10,599
+83
| +0.8% | +$22.2K | 1.4% | 17 |
|
|
2024
Q1 | $2.73M | Buy |
10,516
+360
| +4% | +$93.6K | 1.43% | 14 |
|
|
2023
Q4 | $2.41M | Sell |
10,156
-12
| -0.1% | -$2.85K | 1.43% | 16 |
|
|
2023
Q3 | $2.16M | Buy |
10,168
+283
| +3% | +$60.1K | 1.44% | 16 |
|
|
2023
Q2 | $2.18M | Sell |
9,885
-369
| -4% | -$81.3K | 1.48% | 17 |
|
|
2023
Q1 | $2.09M | Sell |
10,254
-353
| -3% | -$72K | 1.54% | 15 |
|
|
2022
Q4 | $2.03M | Sell |
10,607
-719
| -6% | -$137K | 1.55% | 15 |
|
|
2022
Q3 | $2.03M | Buy |
11,326
+27
| +0.2% | +$4.85K | 1.67% | 13 |
|
|
2022
Q2 | $2.13M | Sell |
11,299
-29
| -0.3% | -$5.47K | 1.68% | 13 |
|
|
2022
Q1 | $2.58M | Buy |
11,328
+9
| +0.1% | +$2.05K | 1.77% | 13 |
|
|
2021
Q4 | $2.73M | Buy |
11,319
+226
| +2% | +$54.6K | 1.73% | 13 |
|
|
2021
Q3 | $2.46M | Buy |
11,093
+252
| +2% | +$56K | 1.72% | 12 |
|
|
2021
Q2 | $2.42M | Sell |
10,841
-425
| -4% | -$94.7K | 1.67% | 13 |
|
|
2021
Q1 | $2.33M | Buy |
11,266
+1,410
| +14% | +$291K | 1.67% | 13 |
|
|
2020
Q4 | $1.92M | Buy |
9,856
+5,293
| +116% | +$1.03M | 1.51% | 16 |
|
|
2020
Q3 | $777K | Sell |
4,563
-566
| -11% | -$96.4K | 0.68% | 35 |
|
|
2020
Q2 | $803K | Buy |
5,129
+181
| +4% | +$28.3K | 0.75% | 28 |
|
|
2020
Q1 | $643K | Buy |
4,948
+124
| +3% | +$16.1K | 0.72% | 32 |
|
|
2019
Q4 | $792K | Buy |
4,824
+262
| +6% | +$43K | 0.67% | 31 |
|
|
2019
Q3 | $717K | Buy |
4,562
+10
| +0.2% | +$1.57K | 0.62% | 35 |
|
|
2019
Q2 | $680K | Buy |
4,552
+6
| +0.1% | +$896 | 0.62% | 35 |
|
|
2019
Q1 | $675K | Sell |
4,546
-143
| -3% | -$21.2K | 0.61% | 34 |
|
|
2018
Q4 | $618K | Buy |
4,689
+439
| +10% | +$57.9K | 0.63% | 33 |
|
|
2018
Q3 | $595K | Sell |
4,250
-515
| -11% | -$72.1K | 0.59% | 39 |
|
|
2018
Q2 | $671K | Buy |
4,765
+3
| +0.1% | +$422 | 0.57% | 32 |
|
|
2018
Q1 | $655K | Buy |
4,762
+496
| +12% | +$68.2K | 0.57% | 32 |
|
|
2017
Q4 | $599K | Buy |
+4,266
| New | +$599K | 0.55% | 32 |
|