GWA
Geometric 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 | $3.68M | Buy |
12,116
+359
| +3% | +$109K | 0.55% | 8 |
|
|
2025
Q1 | $3.23M | Sell |
11,757
-6,712
| -36% | -$1.84M | 0.55% | 9 |
|
|
2024
Q4 | $5.35M | Buy |
18,469
+10,940
| +145% | +$3.17M | 0.97% | 6 |
|
|
2024
Q3 | $2.13M | Sell |
7,529
-19
| -0.3% | -$5.38K | 0.39% | 11 |
|
|
2024
Q2 | $2.02M | Buy |
7,548
+1,997
| +36% | +$534K | 0.41% | 9 |
|
|
2024
Q1 | $1.44M | Buy |
5,551
+82
| +1% | +$21.3K | 0.34% | 9 |
|
|
2023
Q4 | $1.3M | Buy |
5,469
+992
| +22% | +$235K | 0.34% | 9 |
|
|
2023
Q3 | $951K | Buy |
4,477
+113
| +3% | +$24K | 0.3% | 9 |
|
|
2023
Q2 | $977K | Buy |
4,364
+35
| +0.8% | +$7.84K | 0.3% | 10 |
|
|
2023
Q1 | $885K | Buy |
4,329
+308
| +8% | +$63K | 0.31% | 9 |
|
|
2022
Q4 | $769K | Sell |
4,021
-16
| -0.4% | -$3.06K | 0.31% | 7 |
|
|
2022
Q3 | $725K | Buy |
4,037
+93
| +2% | +$16.7K | 0.35% | 8 |
|
|
2022
Q2 | $744K | Sell |
3,944
-29
| -0.7% | -$5.47K | 0.37% | 11 |
|
|
2022
Q1 | $905K | Hold |
3,973
| – | – | 2.71% | 8 |
|
|
2021
Q4 | $959K | Buy |
+3,973
| New | +$959K | 0.46% | 4 |
|