FMWA
Forvis Mazars 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 | $1.41B | Buy |
4,627,426
+168,669
| +4% | +$51.3M | 30.34% | 1 |
|
|
2025
Q1 | $1.23B | Buy |
4,458,757
+229,327
| +5% | +$63M | 29.39% | 1 |
|
|
2024
Q4 | $1.23B | Buy |
4,229,430
+274,055
| +7% | +$79.4M | 28.25% | 1 |
|
|
2024
Q3 | $1.12B | Buy |
3,955,375
+120,771
| +3% | +$34.2M | 25.74% | 1 |
|
|
2024
Q2 | $1.03B | Buy |
3,834,604
+76,063
| +2% | +$20.3M | 25.6% | 1 |
|
|
2024
Q1 | $977M | Buy |
3,758,541
+20,791
| +0.6% | +$5.4M | 24.82% | 1 |
|
|
2023
Q4 | $887M | Buy |
3,737,750
+44,294
| +1% | +$10.5M | 24.69% | 1 |
|
|
2023
Q3 | $785M | Buy |
3,693,456
+52,031
| +1% | +$11.1M | 23.67% | 1 |
|
|
2023
Q2 | $802M | Buy |
3,641,425
+14,740
| +0.4% | +$3.25M | 23.5% | 1 |
|
|
2023
Q1 | $740M | Sell |
3,626,685
-93,248
| -3% | -$19M | 24.23% | 1 |
|
|
2022
Q4 | $711M | Sell |
3,719,933
-17,082
| -0.5% | -$3.27M | 24.86% | 1 |
|
|
2022
Q3 | $671M | Buy |
3,737,015
+115,297
| +3% | +$20.7M | 27.07% | 1 |
|
|
2022
Q2 | $683M | Buy |
3,621,718
+179,412
| +5% | +$33.8M | 27.64% | 1 |
|
|
2022
Q1 | $784M | Buy |
3,442,306
+71,046
| +2% | +$16.2M | 33.2% | 1 |
|
|
2021
Q4 | $814M | Buy |
3,371,260
+50,284
| +2% | +$12.1M | 34.24% | 1 |
|
|
2021
Q3 | $737M | Buy |
3,320,976
+21,016
| +0.6% | +$4.67M | 33.89% | 1 |
|
|
2021
Q2 | $735M | Buy |
3,299,960
+34,917
| +1% | +$7.78M | 34.22% | 1 |
|
|
2021
Q1 | $675M | Buy |
3,265,043
+94,500
| +3% | +$19.5M | 33.52% | 1 |
|
|
2020
Q4 | $617M | Buy |
3,170,543
+92,098
| +3% | +$17.9M | 30.91% | 1 |
|
|
2020
Q3 | $524M | Buy |
3,078,445
+71,017
| +2% | +$12.1M | 30.53% | 1 |
|
|
2020
Q2 | $471M | Buy |
3,007,428
+249,069
| +9% | +$39M | 30.49% | 1 |
|
|
2020
Q1 | $356M | Buy |
2,758,359
+332,824
| +14% | +$42.9M | 29.16% | 1 |
|
|
2019
Q4 | $397M | Buy |
2,425,535
+52,693
| +2% | +$8.62M | 28.59% | 1 |
|
|
2019
Q3 | $358M | Sell |
2,372,842
-2,150
| -0.1% | -$325K | 28.66% | 1 |
|
|
2019
Q2 | $356M | Sell |
2,374,992
-42
| -0% | -$6.3K | 28.89% | 1 |
|
|
2019
Q1 | $344M | Buy |
2,375,034
+12,300
| +0.5% | +$1.78M | 28.52% | 1 |
|
|
2018
Q4 | $302M | Buy |
2,362,734
+69,630
| +3% | +$8.89M | 30.83% | 1 |
|
|
2018
Q3 | $343M | Buy |
2,293,104
+25,033
| +1% | +$3.75M | 30.07% | 1 |
|
|
2018
Q2 | $319M | Buy |
2,268,071
+83,375
| +4% | +$11.7M | 30.94% | 1 |
|
|
2018
Q1 | $297M | Sell |
2,184,696
-13,341
| -0.6% | -$1.81M | 29.72% | 1 |
|
|
2017
Q4 | $302M | Buy |
2,198,037
+53,406
| +2% | +$7.33M | 30.17% | 1 |
|
|
2017
Q3 | $278M | Buy |
2,144,631
+40,388
| +2% | +$5.23M | 30.56% | 1 |
|
|
2017
Q2 | $262M | Buy |
2,104,243
+41,143
| +2% | +$5.12M | 29.69% | 1 |
|
|
2017
Q1 | $250M | Buy |
2,063,100
+76,167
| +4% | +$9.24M | 30.56% | 1 |
|
|
2016
Q4 | $229M | Buy |
1,986,933
+151,473
| +8% | +$17.5M | 29.96% | 1 |
|
|
2016
Q3 | $204M | Buy |
1,835,460
+365,520
| +25% | +$40.7M | 28.45% | 1 |
|
|
2016
Q2 | $158M | Buy |
1,469,940
+456,191
| +45% | +$48.9M | 23.41% | 1 |
|
|
2016
Q1 | $106M | Buy |
1,013,749
+104,910
| +12% | +$11M | 16.96% | 1 |
|
|
2015
Q4 | $94.8M | Buy |
908,839
+112,371
| +14% | +$11.7M | 14.26% | 1 |
|
|
2015
Q3 | $78.6M | Buy |
796,468
+160,689
| +25% | +$15.9M | 13.84% | 2 |
|
|
2015
Q2 | $68M | Buy |
635,779
+30,874
| +5% | +$3.3M | 10.2% | 2 |
|
|
2015
Q1 | $64.9M | Buy |
604,905
+123,573
| +26% | +$13.3M | 9.39% | 2 |
|
|
2014
Q4 | $51M | Buy |
481,332
+43,913
| +10% | +$4.65M | 8.35% | 2 |
|
|
2014
Q3 | $44.3M | Buy |
437,419
+49,860
| +13% | +$5.05M | 7.65% | 2 |
|
|
2014
Q2 | $39.4M | Buy |
387,559
+86,809
| +29% | +$8.83M | 6.72% | 4 |
|
|
2014
Q1 | $29.3M | Buy |
300,750
+53,745
| +22% | +$5.24M | 5.18% | 5 |
|
|
2013
Q4 | $23.7M | Buy |
247,005
+36,534
| +17% | +$3.5M | 4.39% | 6 |
|
|
2013
Q3 | $18.4M | Buy |
+210,471
| New | +$18.4M | 3.78% | 7 |
|