CWA
Canvas 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 | $3.11M | Buy |
9,916
+848
| +9% | +$266K | 0.61% | 35 |
|
|
2025
Q1 | $2.35M | Buy |
9,068
+3,513
| +63% | +$910K | 0.6% | 37 |
|
|
2024
Q4 | $1.61M | Sell |
5,555
-1,420
| -20% | -$411K | 0.4% | 44 |
|
|
2024
Q3 | $1.98M | Sell |
6,975
-942
| -12% | -$268K | 0.55% | 37 |
|
|
2024
Q2 | $2.13M | Sell |
7,917
-533
| -6% | -$143K | 0.66% | 33 |
|
|
2024
Q1 | $2.09M | Sell |
8,450
-6,796
| -45% | -$1.68M | 0.7% | 32 |
|
|
2023
Q4 | $3.61M | Buy |
15,246
+10,605
| +229% | +$2.51M | 1.31% | 18 |
|
|
2023
Q3 | $967K | Buy |
4,641
+1,149
| +33% | +$240K | 0.4% | 46 |
|
|
2023
Q2 | $790K | Sell |
3,492
-267
| -7% | -$60.4K | 0.29% | 54 |
|
|
2023
Q1 | $769K | Sell |
3,759
-892
| -19% | -$182K | 0.32% | 50 |
|
|
2022
Q4 | $914K | Sell |
4,651
-64
| -1% | -$12.6K | 0.38% | 53 |
|
|
2022
Q3 | $904K | Buy |
4,715
+1,742
| +59% | +$334K | 0.39% | 51 |
|
|
2022
Q2 | $561K | Sell |
2,973
-4
| -0.1% | -$755 | 0.23% | 68 |
|
|
2022
Q1 | $623K | Buy |
2,977
+1,671
| +128% | +$350K | 0.23% | 79 |
|
|
2021
Q4 | $315K | Buy |
+1,306
| New | +$315K | 0.11% | 110 |
|