CWA
Cascade 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 | $2.51M | Buy |
8,032
+102
| +1% | +$31.9K | 1.42% | 19 |
|
|
2025
Q1 | $2.09M | Buy |
7,930
+353
| +5% | +$93.1K | 1.45% | 18 |
|
|
2024
Q4 | $2.2M | Buy |
7,577
+828
| +12% | +$240K | 1.49% | 21 |
|
|
2024
Q3 | $1.91M | Sell |
6,749
-513
| -7% | -$145K | 1.37% | 21 |
|
|
2024
Q2 | $1.94M | Sell |
7,262
-272
| -4% | -$72.5K | 1.43% | 21 |
|
|
2024
Q1 | $1.91M | Buy |
+7,534
| New | +$1.91M | 1.62% | 18 |
|