BWA
BlueSky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
5,583
-285
| -5% | -$86.6K | 0.25% | 35 |
|
|
2025
Q1 | $1.61M | Buy |
5,868
+168
| +3% | +$46.2K | 0.25% | 36 |
|
|
2024
Q4 | $1.65M | Hold |
5,700
| – | – | 0.26% | 35 |
|
|
2024
Q3 | $1.61M | Sell |
5,700
-171
| -3% | -$48.4K | 0.25% | 36 |
|
|
2024
Q2 | $1.57M | Buy |
+5,871
| New | +$1.57M | 0.26% | 36 |
|
|
2024
Q1 | – | Sell |
-4,858
| Closed | -$1.15M | – | 64 |
|
|
2023
Q4 | $1.15M | Sell |
4,858
-394
| -8% | -$93.5K | 0.21% | 37 |
|
|
2023
Q3 | $1.12M | Buy |
5,252
+467
| +10% | +$99.2K | 0.23% | 37 |
|
|
2023
Q2 | $1.05M | Sell |
4,785
-20
| -0.4% | -$4.41K | 0.21% | 37 |
|
|
2023
Q1 | $981K | Hold |
4,805
| – | – | 0.2% | 38 |
|
|
2022
Q4 | $919K | Sell |
4,805
-2,826
| -37% | -$540K | 0.2% | 36 |
|
|
2022
Q3 | $1.37M | Sell |
7,631
-5,661
| -43% | -$1.02M | 0.32% | 33 |
|
|
2022
Q2 | $2.51M | Buy |
13,292
+4,869
| +58% | +$918K | 0.56% | 27 |
|
|
2022
Q1 | $1.92M | Buy |
8,423
+4,500
| +115% | +$1.02M | 0.37% | 33 |
|
|
2021
Q4 | $947K | Sell |
3,923
-328
| -8% | -$79.2K | 0.18% | 35 |
|
|
2021
Q3 | $944K | Buy |
4,251
+131
| +3% | +$29.1K | 0.18% | 33 |
|
|
2021
Q2 | $931K | Buy |
4,120
+1,035
| +34% | +$234K | 0.18% | 33 |
|
|
2021
Q1 | $661K | Hold |
3,085
| – | – | 0.15% | 33 |
|
|
2020
Q4 | $600K | Hold |
3,085
| – | – | 0.14% | 35 |
|
|
2020
Q3 | $552K | Hold |
3,085
| – | – | 0.14% | 34 |
|
|
2020
Q2 | $483K | Hold |
3,085
| – | – | 0.14% | 35 |
|
|
2020
Q1 | $398K | Hold |
3,085
| – | – | 0.15% | 38 |
|
|
2019
Q4 | $512K | Hold |
3,085
| – | – | 0.17% | 47 |
|
|
2019
Q3 | $457K | Hold |
3,085
| – | – | 0.16% | 47 |
|
|
2019
Q2 | $463K | Hold |
3,085
| – | – | 0.16% | 46 |
|
|
2019
Q1 | $454K | Sell |
3,085
-7,338
| -70% | -$1.08M | 0.16% | 44 |
|
|
2018
Q4 | $1.41M | Hold |
10,423
| – | – | 0.55% | 31 |
|
|
2018
Q3 | $1.53M | Hold |
10,423
| – | – | 0.58% | 26 |
|
|
2018
Q2 | $1.46M | Buy |
10,423
+172
| +2% | +$24.2K | 0.56% | 25 |
|
|
2018
Q1 | $1.39M | Hold |
10,251
| – | – | 0.53% | 26 |
|
|
2017
Q4 | $1.41M | Hold |
10,251
| – | – | 0.58% | 26 |
|
|
2017
Q3 | $1.33M | Hold |
10,251
| – | – | 0.57% | 25 |
|
|
2017
Q2 | $1.28M | Sell |
10,251
-1,162
| -10% | -$145K | 0.59% | 25 |
|
|
2017
Q1 | $1.39M | Hold |
11,413
| – | – | 0.66% | 25 |
|
|
2016
Q4 | $1.32M | Buy |
+11,413
| New | +$1.32M | 0.65% | 25 |
|