AWM
Affinity 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 | $590K | Buy |
1,940
+10
| +0.5% | +$3.04K | 0.09% | 58 |
|
|
2025
Q1 | $530K | Sell |
1,930
-1,399
| -42% | -$384K | 0.1% | 56 |
|
|
2024
Q4 | $965K | Buy |
3,329
+1,399
| +72% | +$405K | 0.17% | 46 |
|
|
2024
Q3 | $546K | Buy |
1,930
+452
| +31% | +$128K | 0.1% | 59 |
|
|
2024
Q2 | $395K | Hold |
1,478
| – | – | 0.07% | 65 |
|
|
2024
Q1 | $384K | Sell |
1,478
-4
| -0.3% | -$1.04K | 0.07% | 67 |
|
|
2023
Q4 | $351K | Hold |
1,482
| – | – | 0.07% | 68 |
|
|
2023
Q3 | $315K | Sell |
1,482
-334
| -18% | -$70.9K | 0.07% | 72 |
|
|
2023
Q2 | $400K | Hold |
1,816
| – | – | 0.09% | 68 |
|
|
2023
Q1 | $371K | Buy |
+1,816
| New | +$371K | 0.09% | 73 |
|