Alliance Wealth Advisors (Pennsylvania)’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
5,252
+1,065
| +25% | +$324K | 0.82% | 18 |
|
|
2025
Q1 | $1.15M | Buy |
4,187
+627
| +18% | +$172K | 0.65% | 27 |
|
|
2024
Q4 | $1.03M | Buy |
3,560
+325
| +10% | +$94.2K | 0.58% | 33 |
|
|
2024
Q3 | $916K | Buy |
3,235
+680
| +27% | +$193K | 0.52% | 36 |
|
|
2024
Q2 | $683K | Buy |
2,555
+16
| +0.6% | +$4.28K | 0.43% | 49 |
|
|
2024
Q1 | $660K | Buy |
2,539
+429
| +20% | +$111K | 0.42% | 48 |
|
|
2023
Q4 | $501K | Buy |
+2,110
| New | +$501K | 0.33% | 57 |
|