CWA
Consilio 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 | $236K | Hold |
779
| – | – | 0.08% | 75 |
|
|
2025
Q1 | $214K | Buy |
779
+2
| +0.3% | +$550 | 0.09% | 68 |
|
|
2024
Q4 | $226K | Buy |
777
+3
| +0.4% | +$871 | 0.09% | 58 |
|
|
2024
Q3 | $219K | Sell |
774
-1,678
| -68% | -$475K | 0.09% | 63 |
|
|
2024
Q2 | $656K | Sell |
2,452
-16
| -0.6% | -$4.28K | 0.29% | 34 |
|
|
2024
Q1 | $641K | Sell |
2,468
-208
| -8% | -$54.1K | 0.3% | 32 |
|
|
2023
Q4 | $635K | Buy |
+2,676
| New | +$635K | 0.32% | 31 |
|
|
2022
Q4 | – | Sell |
-1,561
| Closed | -$280K | – | 54 |
|
|
2022
Q3 | $280K | Buy |
+1,561
| New | +$280K | 0.22% | 43 |
|