HNWAG
High Net Worth Advisory Group’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 | $3.9M | Buy |
12,824
+1,364
| +12% | +$415K | 1.03% | 23 |
|
|
2025
Q1 | $3.15M | Buy |
11,460
+514
| +5% | +$141K | 0.89% | 30 |
|
|
2024
Q4 | $3.18M | Buy |
10,946
+875
| +9% | +$254K | 0.89% | 28 |
|
|
2024
Q3 | $2.85M | Buy |
10,071
+1,771
| +21% | +$502K | 0.78% | 32 |
|
|
2024
Q2 | $2.22M | Buy |
8,300
+942
| +13% | +$252K | 0.67% | 36 |
|
|
2024
Q1 | $1.91M | Buy |
7,358
+2,666
| +57% | +$693K | 0.6% | 40 |
|
|
2023
Q4 | $1.12M | Buy |
4,692
+1,817
| +63% | +$432K | 0.41% | 59 |
|
|
2023
Q3 | $612K | Buy |
2,875
+77
| +3% | +$16.4K | 0.25% | 94 |
|
|
2023
Q2 | $617K | Buy |
2,798
+494
| +21% | +$109K | 0.24% | 95 |
|
|
2023
Q1 | $471K | Buy |
2,304
+69
| +3% | +$14.1K | 0.19% | 110 |
|
|
2022
Q4 | $427K | Buy |
2,235
+15
| +0.7% | +$2.87K | 0.17% | 116 |
|
|
2022
Q3 | $398K | Sell |
2,220
-713
| -24% | -$128K | 0.17% | 121 |
|
|
2022
Q2 | $553K | Buy |
2,933
+968
| +49% | +$183K | 0.23% | 96 |
|
|
2022
Q1 | $447K | Buy |
1,965
+488
| +33% | +$111K | 0.16% | 116 |
|
|
2021
Q4 | $357K | Buy |
+1,477
| New | +$357K | 0.12% | 139 |
|