GPWA
Great Point 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
Q1 | $10.6M | Sell |
38,706
-1,241
| -3% | -$341K | 2.3% | 15 |
|
|
2024
Q4 | $11.6M | Sell |
39,947
-563
| -1% | -$163K | 2.53% | 14 |
|
|
2024
Q3 | $11.5M | Sell |
40,510
-1,216
| -3% | -$344K | 2.45% | 15 |
|
|
2024
Q2 | $11.2M | Sell |
41,726
-668
| -2% | -$179K | 2.55% | 15 |
|
|
2024
Q1 | $11M | Sell |
42,394
-49,626
| -54% | -$12.9M | 2.57% | 15 |
|
|
2023
Q4 | $21.8M | Sell |
92,020
-5,549
| -6% | -$1.32M | 5.68% | 3 |
|
|
2023
Q3 | $20.7M | Sell |
97,569
-5,377
| -5% | -$1.14M | 6.22% | 2 |
|
|
2023
Q2 | $22.7M | Sell |
102,946
-3,821
| -4% | -$842K | 6.81% | 2 |
|
|
2023
Q1 | $21.8M | Sell |
106,767
-3,307
| -3% | -$675K | 6.91% | 3 |
|
|
2022
Q4 | $21M | Sell |
110,074
-1,336
| -1% | -$255K | 7.06% | 2 |
|
|
2022
Q3 | $20M | Sell |
111,410
-389
| -0.3% | -$69.8K | 7.46% | 3 |
|
|
2022
Q2 | $21.1M | Sell |
111,799
-246
| -0.2% | -$46.4K | 7.47% | 3 |
|
|
2022
Q1 | $25.5M | Sell |
112,045
-2,373
| -2% | -$540K | 7.95% | 3 |
|
|
2021
Q4 | $27.6M | Sell |
114,418
-1,443
| -1% | -$348K | 8.46% | 3 |
|
|
2021
Q3 | $25.7M | Sell |
115,861
-1,869
| -2% | -$415K | 8.84% | 2 |
|
|
2021
Q2 | $26.2M | Sell |
117,730
-4,474
| -4% | -$997K | 9.15% | 2 |
|
|
2021
Q1 | $25.3M | Sell |
122,204
-10,003
| -8% | -$2.07M | 9.66% | 3 |
|
|
2020
Q4 | $25.7M | Sell |
132,207
-9,654
| -7% | -$1.88M | 11.04% | 2 |
|
|
2020
Q3 | $22.2M | Hold |
141,861
| – | – | 11.46% | 3 |
|
|
2020
Q2 | $22.2M | Sell |
141,861
-2,588
| -2% | -$405K | 11.46% | 3 |
|
|
2020
Q1 | $18.6M | Buy |
144,449
+7,120
| +5% | +$918K | 15.56% | 1 |
|
|
2019
Q4 | $22.5M | Buy |
137,329
+5,812
| +4% | +$951K | 13.89% | 3 |
|
|
2019
Q3 | $19.9M | Sell |
131,517
-3,617
| -3% | -$546K | 13.53% | 3 |
|
|
2019
Q2 | $20.3M | Sell |
135,134
-805
| -0.6% | -$121K | 16.38% | 1 |
|
|
2019
Q1 | $19.7M | Buy |
135,939
+3,727
| +3% | +$539K | 16.71% | 1 |
|
|
2018
Q4 | $16.9M | Buy |
+132,212
| New | +$16.9M | 15.96% | 1 |
|