AWA
Alta 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 | $592K | Buy |
1,946
+60
| +3% | +$18.2K | 0.28% | 61 |
|
|
2025
Q1 | $518K | Hold |
1,886
| – | – | 0.24% | 78 |
|
|
2024
Q4 | $546K | Sell |
1,886
-86
| -4% | -$24.9K | 0.24% | 81 |
|
|
2024
Q3 | $558K | Buy |
1,972
+325
| +20% | +$92K | 0.26% | 78 |
|
|
2024
Q2 | $441K | Buy |
1,647
+95
| +6% | +$25.4K | 0.22% | 85 |
|
|
2024
Q1 | $403K | Sell |
1,552
-93
| -6% | -$24.2K | 0.21% | 92 |
|
|
2023
Q4 | $390K | Sell |
1,645
-880
| -35% | -$209K | 0.22% | 88 |
|
|
2023
Q3 | $536K | Buy |
2,525
+2
| +0.1% | +$425 | 0.33% | 81 |
|
|
2023
Q2 | $556K | Sell |
2,523
-22
| -0.9% | -$4.85K | 0.33% | 83 |
|
|
2023
Q1 | $519K | Buy |
2,545
+155
| +6% | +$31.6K | 0.33% | 89 |
|
|
2022
Q4 | $457K | Sell |
2,390
-1,709
| -42% | -$327K | 0.31% | 98 |
|
|
2022
Q3 | $736K | Sell |
4,099
-560
| -12% | -$101K | 0.53% | 52 |
|
|
2022
Q2 | $877K | Buy |
4,659
+226
| +5% | +$42.5K | 0.61% | 42 |
|
|
2022
Q1 | $1.01M | Buy |
4,433
+80
| +2% | +$18.2K | 0.6% | 46 |
|
|
2021
Q4 | $1.05M | Sell |
4,353
-14
| -0.3% | -$3.38K | 0.65% | 47 |
|
|
2021
Q3 | $970K | Buy |
4,367
+37
| +0.9% | +$8.22K | 0.7% | 46 |
|
|
2021
Q2 | $965K | Sell |
4,330
-5
| -0.1% | -$1.11K | 0.71% | 46 |
|
|
2021
Q1 | $896K | Buy |
4,335
+16
| +0.4% | +$3.31K | 0.75% | 47 |
|
|
2020
Q4 | $841K | Buy |
+4,319
| New | +$841K | 0.71% | 46 |
|