EWA
Evolution 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 | $850K | Buy |
2,796
+173
| +7% | +$52.6K | 0.12% | 80 |
|
|
2025
Q1 | $721K | Sell |
2,623
-6
| -0.2% | -$1.65K | 0.12% | 78 |
|
|
2024
Q4 | $762K | Buy |
2,629
+83
| +3% | +$24.1K | 0.13% | 72 |
|
|
2024
Q3 | $721K | Hold |
2,546
| – | – | 0.13% | 69 |
|
|
2024
Q2 | $681K | Hold |
2,546
| – | – | 0.13% | 70 |
|
|
2024
Q1 | $662K | Hold |
2,546
| – | – | 0.13% | 69 |
|
|
2023
Q4 | $604K | Hold |
2,546
| – | – | 0.12% | 69 |
|
|
2023
Q3 | $541K | Hold |
2,546
| – | – | 0.12% | 70 |
|
|
2023
Q2 | $561K | Buy |
2,546
+6
| +0.2% | +$1.32K | 0.12% | 67 |
|
|
2023
Q1 | $518K | Hold |
2,540
| – | – | 0.12% | 67 |
|
|
2022
Q4 | $486K | Hold |
2,540
| – | – | 0.12% | 74 |
|
|
2022
Q3 | $456K | Sell |
2,540
-2,540
| -50% | -$456K | 0.13% | 72 |
|
|
2022
Q2 | $962K | Hold |
5,080
| – | – | 0.24% | 55 |
|
|
2022
Q1 | $1.17M | Hold |
5,080
| – | – | 0.24% | 50 |
|
|
2021
Q4 | $1.23K | Buy |
5,080
+2,540
| +100% | +$613 | 0.19% | 45 |
|
|
2021
Q3 | $564K | Hold |
2,540
| – | – | 0.12% | 60 |
|
|
2021
Q2 | $566K | Hold |
2,540
| – | – | 0.12% | 70 |
|
|
2021
Q1 | $525K | Hold |
2,540
| – | – | 0.12% | 76 |
|
|
2020
Q4 | $494K | Hold |
2,540
| – | – | 0.11% | 72 |
|
|
2020
Q3 | $433K | Hold |
2,540
| – | – | 0.12% | 66 |
|
|
2020
Q2 | $398K | Sell |
2,540
-1,930
| -43% | -$302K | 0.13% | 60 |
|
|
2020
Q1 | $576K | Buy |
+4,470
| New | +$576K | 0.23% | 40 |
|
|
2019
Q4 | – | Sell |
-5,540
| Closed | -$837K | – | 705 |
|
|
2019
Q3 | $837K | Buy |
+5,540
| New | +$837K | 0.4% | 20 |
|