AAS
Avantax Advisory Services’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 | $85.8M | Buy |
282,434
+15,011
| +6% | +$4.56M | 0.47% | 29 |
|
|
2025
Q1 | $73.5M | Buy |
267,423
+9,600
| +4% | +$2.64M | 0.45% | 31 |
|
|
2024
Q4 | $74.7M | Buy |
257,823
+21,258
| +9% | +$6.16M | 0.47% | 31 |
|
|
2024
Q3 | $67M | Buy |
236,565
+11,743
| +5% | +$3.33M | 0.44% | 31 |
|
|
2024
Q2 | $60.1M | Sell |
224,822
-32,297
| -13% | -$8.64M | 0.43% | 31 |
|
|
2024
Q1 | $66.8M | Buy |
257,119
+15,813
| +7% | +$4.11M | 0.59% | 22 |
|
|
2023
Q4 | $57.2M | Buy |
241,306
+36,342
| +18% | +$8.62M | 0.57% | 22 |
|
|
2023
Q3 | $43.5M | Buy |
204,964
+6,039
| +3% | +$1.28M | 0.49% | 25 |
|
|
2023
Q2 | $43.8M | Buy |
198,925
+19,287
| +11% | +$4.25M | 0.5% | 27 |
|
|
2023
Q1 | $36.7M | Buy |
179,638
+1,114
| +0.6% | +$227K | 0.45% | 27 |
|
|
2022
Q4 | $34.1M | Buy |
178,524
+8,974
| +5% | +$1.72M | 0.46% | 27 |
|
|
2022
Q3 | $30.4M | Buy |
169,550
+5,648
| +3% | +$1.01M | 0.47% | 27 |
|
|
2022
Q2 | $30.9M | Buy |
163,902
+5,968
| +4% | +$1.13M | 0.47% | 28 |
|
|
2022
Q1 | $36M | Buy |
157,934
+19,536
| +14% | +$4.45M | 0.49% | 28 |
|
|
2021
Q4 | $33.4M | Buy |
138,398
+5,521
| +4% | +$1.33M | 0.5% | 28 |
|
|
2021
Q3 | $29.5M | Sell |
132,877
-4,306
| -3% | -$956K | 0.49% | 28 |
|
|
2021
Q2 | $30.6M | Buy |
137,183
+6,227
| +5% | +$1.39M | 0.55% | 25 |
|
|
2021
Q1 | $27.1M | Buy |
130,956
+6,211
| +5% | +$1.28M | 0.58% | 24 |
|
|
2020
Q4 | $24.3M | Sell |
124,745
-95,186
| -43% | -$18.5M | 0.58% | 26 |
|
|
2020
Q3 | $37.5M | Buy |
219,931
+101,466
| +86% | +$17.3M | 0.6% | 29 |
|
|
2020
Q2 | $18.5M | Sell |
118,465
-6,872
| -5% | -$1.08M | 0.53% | 28 |
|
|
2020
Q1 | $16.2M | Buy |
125,337
+7,923
| +7% | +$1.02M | 0.48% | 33 |
|
|
2019
Q4 | $19.2M | Buy |
117,414
+52,420
| +81% | +$8.58M | 0.45% | 29 |
|
|
2019
Q3 | $9.82M | Buy |
64,994
+6,114
| +10% | +$923K | 0.4% | 34 |
|
|
2019
Q2 | $8.84M | Buy |
58,880
+14,906
| +34% | +$2.24M | 0.39% | 33 |
|
|
2019
Q1 | $6.36M | Buy |
43,974
+4,788
| +12% | +$693K | 0.34% | 33 |
|
|
2018
Q4 | $5M | Buy |
+39,186
| New | +$5M | 0.84% | 29 |
|