AWA
Arkadios 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 | $22.7M | Buy |
74,703
+18,242
| +32% | +$5.54M | 0.67% | 23 |
|
|
2025
Q1 | $15.5M | Buy |
56,461
+21,070
| +60% | +$5.79M | 0.59% | 30 |
|
|
2024
Q4 | $10.3M | Sell |
35,391
-11
| -0% | -$3.19K | 0.56% | 28 |
|
|
2024
Q3 | $10M | Buy |
35,402
+1,879
| +6% | +$532K | 0.57% | 28 |
|
|
2024
Q2 | $8.97M | Buy |
33,523
+18,259
| +120% | +$4.88M | 0.6% | 27 |
|
|
2024
Q1 | $3.97M | Buy |
15,264
+283
| +2% | +$73.6K | 0.31% | 75 |
|
|
2023
Q4 | $3.55M | Sell |
14,981
-1,633
| -10% | -$387K | 0.3% | 76 |
|
|
2023
Q3 | $3.53M | Sell |
16,614
-14,638
| -47% | -$3.11M | 0.33% | 68 |
|
|
2023
Q2 | $6.88M | Sell |
31,252
-7,454
| -19% | -$1.64M | 0.8% | 26 |
|
|
2023
Q1 | $7.9M | Sell |
38,706
-1,515
| -4% | -$309K | 0.94% | 17 |
|
|
2022
Q4 | $7.69M | Buy |
40,221
+21,182
| +111% | +$4.05M | 1.02% | 14 |
|
|
2022
Q3 | $3.42M | Buy |
19,039
+2,884
| +18% | +$518K | 0.52% | 49 |
|
|
2022
Q2 | $3.05M | Sell |
16,155
-9,103
| -36% | -$1.72M | 0.45% | 54 |
|
|
2022
Q1 | $5.75M | Buy |
25,258
+109
| +0.4% | +$24.8K | 0.75% | 26 |
|
|
2021
Q4 | $6.07M | Buy |
25,149
+881
| +4% | +$213K | 0.8% | 22 |
|
|
2021
Q3 | $5.39M | Sell |
24,268
-3,776
| -13% | -$839K | 0.78% | 14 |
|
|
2021
Q2 | $6.25M | Buy |
28,044
+2,296
| +9% | +$512K | 0.76% | 15 |
|
|
2021
Q1 | $5.32M | Buy |
25,748
+261
| +1% | +$53.9K | 0.88% | 19 |
|
|
2020
Q4 | $4.96M | Buy |
25,487
+24,833
| +3,797% | +$4.83M | 1.04% | 19 |
|
|
2020
Q3 | $116K | Buy |
654
+510
| +354% | +$90.7K | 0.06% | 261 |
|
|
2020
Q2 | $23.3K | Buy |
144
+86
| +148% | +$13.9K | 0.01% | 517 |
|
|
2020
Q1 | $7.49K | Hold |
58
| – | – | ﹤0.01% | 696 |
|
|
2019
Q4 | $9.94K | Buy |
+58
| New | +$9.94K | 0.01% | 594 |
|