APWA
Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-879
| Closed | -$209K | – | 164 |
|
|
2023
Q4 | $209K | Buy |
+879
| New | +$209K | 0.04% | 151 |
|
|
2023
Q3 | – | Sell |
-917
| Closed | -$202K | – | 193 |
|
|
2023
Q2 | $202K | Buy |
+917
| New | +$202K | 0.04% | 174 |
|
|
2021
Q4 | – | Sell |
-217
| Closed | -$48K | – | 704 |
|
|
2021
Q3 | $48K | Sell |
217
-115
| -35% | -$25.4K | 0.03% | 238 |
|
|
2021
Q2 | $74K | Buy |
332
+166
| +100% | +$37K | 0.04% | 193 |
|
|
2021
Q1 | $34K | Sell |
166
-50
| -23% | -$10.2K | 0.02% | 283 |
|
|
2020
Q4 | $42K | Hold |
216
| – | – | 0.03% | 240 |
|
|
2020
Q3 | $37K | Buy |
216
+51
| +31% | +$8.74K | 0.03% | 238 |
|
|
2020
Q2 | $26K | Buy |
+165
| New | +$26K | 0.02% | 291 |
|