AWM
Arista 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 | $5.68M | Buy |
18,688
+3,622
| +24% | +$1.1M | 0.79% | 21 |
|
|
2025
Q1 | $4.14M | Buy |
15,066
+2
| +0% | +$550 | 1% | 13 |
|
|
2024
Q4 | $4.37M | Sell |
15,064
-303
| -2% | -$87.8K | 1.05% | 13 |
|
|
2024
Q3 | $4.35M | Sell |
15,367
-1,203
| -7% | -$341K | 1.04% | 13 |
|
|
2024
Q2 | $4.43M | Buy |
16,570
+5,617
| +51% | +$1.5M | 1.17% | 13 |
|
|
2024
Q1 | $2.85M | Buy |
10,953
+6,567
| +150% | +$1.71M | 2.17% | 11 |
|
|
2023
Q4 | $1.04M | Sell |
4,386
-2,097
| -32% | -$498K | 0.38% | 23 |
|
|
2023
Q3 | $1.38M | Sell |
6,483
-391
| -6% | -$83.1K | 0.54% | 22 |
|
|
2023
Q2 | $1.51M | Sell |
6,874
-2,437
| -26% | -$537K | 0.63% | 18 |
|
|
2023
Q1 | $1.9M | Sell |
9,311
-3,069
| -25% | -$626K | 1.04% | 18 |
|
|
2022
Q4 | $2.37M | Buy |
+12,380
| New | +$2.37M | 1.49% | 14 |
|