FWA
FSM 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 | $26.3M | Buy |
86,083
+14,087
| +20% | +$4.3M | 4.28% | 5 |
|
|
2025
Q1 | $19.8M | Buy |
71,996
+2,960
| +4% | +$814K | 4.45% | 5 |
|
|
2024
Q4 | $20.3M | Buy |
69,036
+5,818
| +9% | +$1.71M | 4.96% | 4 |
|
|
2024
Q3 | $17.9M | Buy |
63,218
+5,496
| +10% | +$1.56M | 4.75% | 4 |
|
|
2024
Q2 | $15.4M | Buy |
57,722
+1,390
| +2% | +$372K | 5.18% | 2 |
|
|
2024
Q1 | $14.6M | Buy |
56,332
+8,855
| +19% | +$2.3M | 5.2% | 2 |
|
|
2023
Q4 | $11.3M | Sell |
47,477
-2,359
| -5% | -$560K | 4.79% | 3 |
|
|
2023
Q3 | $10.6M | Sell |
49,836
-2,191
| -4% | -$465K | 5.33% | 1 |
|
|
2023
Q2 | $11.5M | Buy |
52,027
+4,175
| +9% | +$921K | 5.76% | 1 |
|
|
2023
Q1 | $9.77M | Buy |
47,852
+2,024
| +4% | +$413K | 5.67% | 1 |
|
|
2022
Q4 | $8.76M | Buy |
45,828
+1,849
| +4% | +$354K | 6.23% | 1 |
|
|
2022
Q3 | $7.89M | Buy |
43,979
+18,547
| +73% | +$3.33M | 6.56% | 1 |
|
|
2022
Q2 | $5.29M | Buy |
+25,432
| New | +$5.29M | 5.23% | 1 |
|