AWM
Avondale 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
Q1 | – | Sell |
-1,282
| Closed | -$372K | – | 118 |
|
|
2024
Q4 | $372K | Hold |
1,282
| – | – | 0.24% | 37 |
|
|
2024
Q3 | $363K | Hold |
1,282
| – | – | 0.24% | 36 |
|
|
2024
Q2 | $343K | Hold |
1,282
| – | – | 0.23% | 38 |
|
|
2024
Q1 | $333K | Hold |
1,282
| – | – | 0.23% | 37 |
|
|
2023
Q4 | $304K | Hold |
1,282
| – | – | 0.25% | 35 |
|
|
2023
Q3 | $272K | Hold |
1,282
| – | – | 0.24% | 38 |
|
|
2023
Q2 | $282K | Sell |
1,282
-593
| -32% | -$131K | 0.24% | 38 |
|
|
2023
Q1 | $383K | Hold |
1,875
| – | – | 0.33% | 33 |
|
|
2022
Q4 | $358K | Hold |
1,875
| – | – | 0.31% | 27 |
|
|
2022
Q3 | $337K | Hold |
1,875
| – | – | 0.37% | 25 |
|
|
2022
Q2 | $354K | Hold |
1,875
| – | – | 0.41% | 24 |
|
|
2022
Q1 | $427K | Hold |
1,875
| – | – | 0.5% | 25 |
|
|
2021
Q4 | $453K | Hold |
1,875
| – | – | 0.46% | 25 |
|
|
2021
Q3 | $416K | Hold |
1,875
| – | – | 0.41% | 29 |
|
|
2021
Q2 | $418K | Hold |
1,875
| – | – | 0.39% | 32 |
|
|
2021
Q1 | $388K | Hold |
1,875
| – | – | 0.38% | 30 |
|
|
2020
Q4 | $365K | Hold |
1,875
| – | – | 0.42% | 20 |
|
|
2020
Q3 | $319K | Hold |
1,875
| – | – | 0.48% | 19 |
|
|
2020
Q2 | $293K | Hold |
1,875
| – | – | 0.42% | 20 |
|
|
2020
Q1 | $242K | Hold |
1,875
| – | – | 0.38% | 21 |
|
|
2019
Q4 | $307K | Hold |
1,875
| – | – | 0.45% | 18 |
|
|
2019
Q3 | $283K | Hold |
1,875
| – | – | 0.47% | 18 |
|
|
2019
Q2 | $281K | Hold |
1,875
| – | – | 0.21% | 20 |
|
|
2019
Q1 | $271K | Hold |
1,875
| – | – | 0.21% | 18 |
|
|
2018
Q4 | $239K | Hold |
1,875
| – | – | 0.2% | 19 |
|
|
2018
Q3 | $281K | Buy |
+1,875
| New | +$281K | 0.27% | 14 |
|