AWA
Aquire 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 | $2.51M | Buy |
8,268
+87
| +1% | +$26.4K | 0.68% | 16 |
|
|
2025
Q1 | $2.25M | Buy |
8,181
+54
| +0.7% | +$14.8K | 0.69% | 16 |
|
|
2024
Q4 | $2.36M | Sell |
8,127
-143
| -2% | -$41.4K | 0.73% | 16 |
|
|
2024
Q3 | $2.34M | Buy |
8,270
+240
| +3% | +$68K | 0.74% | 17 |
|
|
2024
Q2 | $2.15M | Sell |
8,030
-54
| -0.7% | -$14.4K | 0.72% | 18 |
|
|
2024
Q1 | $2.1M | Buy |
8,084
+754
| +10% | +$196K | 0.73% | 19 |
|
|
2023
Q4 | $1.74M | Sell |
7,330
-479
| -6% | -$114K | 0.66% | 20 |
|
|
2023
Q3 | $1.66M | Buy |
7,809
+6
| +0.1% | +$1.27K | 0.69% | 20 |
|
|
2023
Q2 | $1.72M | Sell |
7,803
-294
| -4% | -$64.8K | 0.69% | 20 |
|
|
2023
Q1 | $1.65M | Sell |
8,097
-188
| -2% | -$38.4K | 0.72% | 21 |
|
|
2022
Q4 | $1.58M | Sell |
8,285
-22,849
| -73% | -$4.37M | 0.79% | 21 |
|
|
2022
Q3 | $5.59M | Sell |
31,134
-1,512
| -5% | -$271K | 3.24% | 9 |
|
|
2022
Q2 | $6.16M | Buy |
32,646
+19,974
| +158% | +$3.77M | 3.59% | 9 |
|
|
2022
Q1 | $2.89M | Buy |
12,672
+3,944
| +45% | +$898K | 1.54% | 19 |
|
|
2021
Q4 | $2.11M | Buy |
+8,728
| New | +$2.11M | 1.1% | 22 |
|