AWAG
ARS Wealth Advisors Group’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 | $1.2M | Sell |
3,956
-40
| -1% | -$12.2K | 0.14% | 67 |
|
|
2025
Q1 | $1.1M | Hold |
3,996
| – | – | 0.16% | 60 |
|
|
2024
Q4 | $1.16M | Sell |
3,996
-228
| -5% | -$66.1K | 0.16% | 61 |
|
|
2024
Q3 | $1.2M | Sell |
4,224
-127
| -3% | -$36K | 0.15% | 62 |
|
|
2024
Q2 | $1.16M | Buy |
4,351
+330
| +8% | +$88.3K | 0.15% | 60 |
|
|
2024
Q1 | $1.05M | Buy |
4,021
+283
| +8% | +$73.6K | 0.14% | 65 |
|
|
2023
Q4 | $887K | Buy |
3,738
+1,127
| +43% | +$267K | 0.13% | 70 |
|
|
2023
Q3 | $555K | Buy |
2,611
+40
| +2% | +$8.5K | 0.09% | 86 |
|
|
2023
Q2 | $567K | Sell |
2,571
-151
| -6% | -$33.3K | 0.09% | 89 |
|
|
2023
Q1 | $556K | Sell |
2,722
-798
| -23% | -$163K | 0.1% | 77 |
|
|
2022
Q4 | $673K | Buy |
3,520
+339
| +11% | +$64.8K | 0.11% | 75 |
|
|
2022
Q3 | $571K | Sell |
3,181
-11
| -0.3% | -$1.98K | 0.09% | 89 |
|
|
2022
Q2 | $602K | Buy |
3,192
+816
| +34% | +$154K | 0.08% | 95 |
|
|
2022
Q1 | $541K | Buy |
2,376
+1,272
| +115% | +$290K | 0.09% | 78 |
|
|
2021
Q4 | $267K | Buy |
1,104
+1
| +0.1% | +$242 | 0.04% | 119 |
|
|
2021
Q3 | $245K | Buy |
+1,103
| New | +$245K | 0.04% | 117 |
|