AWM
Axxcess 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
Q2 | $15.1M | Sell |
49,539
-1,488
| -3% | -$452K | 0.35% | 56 |
|
|
2025
Q1 | $14M | Buy |
51,027
+5,139
| +11% | +$1.41M | 0.37% | 59 |
|
|
2024
Q4 | $13.3M | Buy |
45,888
+3,872
| +9% | +$1.12M | 0.32% | 60 |
|
|
2024
Q3 | $11.9M | Buy |
42,016
+8,857
| +27% | +$2.51M | 0.29% | 66 |
|
|
2024
Q2 | $8.87M | Buy |
33,159
+11,830
| +55% | +$3.16M | 0.23% | 79 |
|
|
2024
Q1 | $5.54M | Sell |
21,329
-7,665
| -26% | -$1.99M | 0.15% | 120 |
|
|
2023
Q4 | $6.88M | Sell |
28,994
-625
| -2% | -$148K | 0.2% | 98 |
|
|
2023
Q3 | $6.29M | Buy |
29,619
+17,183
| +138% | +$3.65M | 0.21% | 93 |
|
|
2023
Q2 | $2.74M | Sell |
12,436
-1,348
| -10% | -$297K | 0.2% | 102 |
|
|
2023
Q1 | $2.81M | Buy |
13,784
+2,823
| +26% | +$576K | 0.21% | 96 |
|
|
2022
Q4 | $2.1M | Sell |
10,961
-11,671
| -52% | -$2.23M | 0.17% | 118 |
|
|
2022
Q3 | $4.06M | Buy |
22,632
+3,678
| +19% | +$660K | 0.38% | 57 |
|
|
2022
Q2 | $3.58M | Buy |
18,954
+842
| +5% | +$159K | 0.33% | 66 |
|
|
2022
Q1 | $4.12M | Buy |
18,112
+5,814
| +47% | +$1.32M | 0.32% | 65 |
|
|
2021
Q4 | $2.97M | Buy |
+12,298
| New | +$2.97M | 0.22% | 86 |
|