BWA
Burt 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 | $408K | Buy |
1,341
+3
| +0.2% | +$912 | 0.09% | 78 |
|
|
2025
Q1 | $368K | Sell |
1,338
-47
| -3% | -$12.9K | 0.09% | 77 |
|
|
2024
Q4 | $401K | Hold |
1,385
| – | – | 0.1% | 71 |
|
|
2024
Q3 | $392K | Hold |
1,385
| – | – | 0.1% | 73 |
|
|
2024
Q2 | $371K | Sell |
1,385
-186
| -12% | -$49.8K | 0.1% | 73 |
|
|
2024
Q1 | $408K | Buy |
1,571
+186
| +13% | +$48.4K | 0.1% | 79 |
|
|
2023
Q4 | $329K | Hold |
1,385
| – | – | 0.09% | 79 |
|
|
2023
Q3 | $294K | Hold |
1,385
| – | – | 0.09% | 81 |
|
|
2023
Q2 | $305K | Hold |
1,385
| – | – | 0.09% | 82 |
|
|
2023
Q1 | $283K | Buy |
1,385
+60
| +5% | +$12.2K | 0.09% | 87 |
|
|
2022
Q4 | $253K | Buy |
1,325
+100
| +8% | +$19.1K | 0.08% | 94 |
|
|
2022
Q3 | $220K | Hold |
1,225
| – | – | 0.09% | 81 |
|
|
2022
Q2 | $231K | Hold |
1,225
| – | – | 0.08% | 80 |
|
|
2022
Q1 | $279K | Hold |
1,225
| – | – | 0.08% | 78 |
|
|
2021
Q4 | $296K | Sell |
1,225
-320
| -21% | -$77.3K | 0.1% | 71 |
|
|
2021
Q3 | $343K | Hold |
1,545
| – | – | 0.11% | 71 |
|
|
2021
Q2 | $344K | Hold |
1,545
| – | – | 0.12% | 63 |
|
|
2021
Q1 | $319K | Sell |
1,545
-24
| -2% | -$4.96K | 0.12% | 69 |
|
|
2020
Q4 | $305K | Hold |
1,569
| – | – | 0.11% | 68 |
|
|
2020
Q3 | $267K | Buy |
1,569
+14
| +0.9% | +$2.38K | 0.1% | 65 |
|
|
2020
Q2 | $243K | Hold |
1,555
| – | – | 0.1% | 69 |
|
|
2020
Q1 | $200K | Hold |
1,555
| – | – | 0.09% | 77 |
|
|
2019
Q4 | $254K | Sell |
1,555
-127
| -8% | -$20.7K | 0.1% | 69 |
|
|
2019
Q3 | $254K | Hold |
1,682
| – | – | 0.1% | 69 |
|
|
2019
Q2 | $252K | Hold |
1,682
| – | – | 0.11% | 69 |
|
|
2019
Q1 | $243K | Hold |
1,682
| – | – | 0.11% | 70 |
|
|
2018
Q4 | $215K | Sell |
1,682
-34
| -2% | -$4.35K | 0.1% | 76 |
|
|
2018
Q3 | $257K | Hold |
1,716
| – | – | 0.12% | 67 |
|
|
2018
Q2 | $241K | Hold |
1,716
| – | – | 0.12% | 68 |
|
|
2018
Q1 | $233K | Hold |
1,716
| – | – | 0.12% | 63 |
|
|
2017
Q4 | $236K | Sell |
1,716
-1,169
| -41% | -$161K | 0.15% | 62 |
|
|
2017
Q3 | $374K | Buy |
2,885
+2,822
| +4,479% | +$366K | 0.24% | 43 |
|
|
2017
Q2 | $7K | Hold |
63
| – | – | ﹤0.01% | 319 |
|
|
2017
Q1 | $8K | Hold |
63
| – | – | 0.01% | 277 |
|
|
2016
Q4 | $7K | Hold |
63
| – | – | 0.01% | 303 |
|
|
2016
Q3 | $7K | Buy |
+63
| New | +$7K | 0.01% | 298 |
|