EWA
Encompass 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 | $497K | Sell |
1,635
-149
| -8% | -$45.3K | 0.18% | 64 |
|
|
2025
Q1 | $490K | Buy |
1,784
+105
| +6% | +$28.9K | 0.2% | 64 |
|
|
2024
Q4 | $487K | Buy |
1,679
+92
| +6% | +$26.7K | 0.2% | 61 |
|
|
2024
Q3 | $449K | Buy |
1,587
+143
| +10% | +$40.5K | 0.11% | 154 |
|
|
2024
Q2 | $386K | Buy |
1,444
+58
| +4% | +$15.5K | 0.1% | 161 |
|
|
2024
Q1 | $360K | Buy |
1,386
+3
| +0.2% | +$780 | 0.1% | 177 |
|
|
2023
Q4 | $328K | Buy |
1,383
+43
| +3% | +$10.2K | 0.1% | 160 |
|
|
2023
Q3 | $285K | Sell |
1,340
-269
| -17% | -$57.1K | 0.09% | 161 |
|
|
2023
Q2 | $354K | Hold |
1,609
| – | – | 0.12% | 150 |
|
|
2023
Q1 | $328K | Sell |
1,609
-68
| -4% | -$13.9K | 0.11% | 151 |
|
|
2022
Q4 | $321K | Sell |
1,677
-10
| -0.6% | -$1.91K | 0.12% | 148 |
|
|
2022
Q3 | $303K | Buy |
1,687
+5
| +0.3% | +$898 | 0.12% | 148 |
|
|
2022
Q2 | $317K | Buy |
1,682
+35
| +2% | +$6.6K | 0.11% | 150 |
|
|
2022
Q1 | $375K | Buy |
1,647
+83
| +5% | +$18.9K | 0.09% | 153 |
|
|
2021
Q4 | $378K | Buy |
1,564
+35
| +2% | +$8.46K | 0.09% | 160 |
|
|
2021
Q3 | $339K | Sell |
1,529
-131
| -8% | -$29K | 0.09% | 164 |
|
|
2021
Q2 | $369K | Buy |
1,660
+40
| +2% | +$8.89K | 0.09% | 163 |
|
|
2021
Q1 | $349K | Buy |
1,620
+200
| +14% | +$43.1K | 0.09% | 166 |
|
|
2020
Q4 | $276K | Buy |
+1,420
| New | +$276K | 0.16% | 87 |
|