FTWA
Fifth Third 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 | $4.51M | Sell |
14,828
-8,447
| -36% | -$2.57M | 0.19% | 95 |
|
|
2025
Q1 | $6.4M | Buy |
23,275
+2,196
| +10% | +$604K | 0.33% | 48 |
|
|
2024
Q4 | $6.11M | Buy |
21,079
+2,725
| +15% | +$790K | 0.33% | 47 |
|
|
2024
Q3 | $5.2M | Buy |
18,354
+16,631
| +965% | +$4.71M | 0.32% | 50 |
|
|
2024
Q2 | $461K | Buy |
+1,723
| New | +$461K | 0.04% | 292 |
|
|
2024
Q1 | – | Sell |
-1,328
| Closed | -$315K | – | 247 |
|
|
2023
Q4 | $315K | Sell |
1,328
-21
| -2% | -$4.98K | 0.1% | 143 |
|
|
2023
Q3 | $287K | Buy |
1,349
+2
| +0.1% | +$425 | 0.12% | 143 |
|
|
2023
Q2 | $297K | Buy |
+1,347
| New | +$297K | 0.19% | 115 |
|