HWA
Hillcrest 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 | $274K | Hold |
900
| – | – | 0.13% | 44 |
|
|
2025
Q1 | $247K | Hold |
900
| – | – | 0.12% | 46 |
|
|
2024
Q4 | $261K | Hold |
900
| – | – | 0.12% | 45 |
|
|
2024
Q3 | $255K | Sell |
900
-150
| -14% | -$42.5K | 0.13% | 44 |
|
|
2024
Q2 | $281K | Sell |
1,050
-150
| -13% | -$40.1K | 0.15% | 41 |
|
|
2024
Q1 | $312K | Hold |
1,200
| – | – | 0.17% | 38 |
|
|
2023
Q4 | $285K | Hold |
1,200
| – | – | 0.16% | 42 |
|
|
2023
Q3 | $255K | Hold |
1,200
| – | – | 0.15% | 44 |
|
|
2023
Q2 | $264K | Hold |
1,200
| – | – | 0.16% | 42 |
|
|
2023
Q1 | $245K | Hold |
1,200
| – | – | 0.15% | 44 |
|
|
2022
Q4 | $229K | Hold |
1,200
| – | – | 0.14% | 46 |
|
|
2022
Q3 | $215K | Hold |
1,200
| – | – | 0.14% | 48 |
|
|
2022
Q2 | $226K | Hold |
1,200
| – | – | 0.14% | 48 |
|
|
2022
Q1 | $273K | Hold |
1,200
| – | – | 0.15% | 42 |
|
|
2021
Q4 | $290K | Hold |
1,200
| – | – | 0.16% | 43 |
|
|
2021
Q3 | $266K | Hold |
1,200
| – | – | 0.16% | 47 |
|
|
2021
Q2 | $267K | Hold |
1,200
| – | – | 0.16% | 45 |
|
|
2021
Q1 | $248K | Hold |
1,200
| – | – | 0.15% | 47 |
|
|
2020
Q4 | $234K | Hold |
1,200
| – | – | 0.16% | 46 |
|
|
2020
Q3 | $204K | Buy |
+1,200
| New | +$204K | 0.15% | 56 |
|
|
2019
Q4 | – | Sell |
-2,101
| Closed | -$317K | – | 40 |
|
|
2019
Q3 | $317K | Hold |
2,101
| – | – | 0.27% | 34 |
|
|
2019
Q2 | $315K | Sell |
2,101
-300
| -12% | -$45K | 0.27% | 37 |
|
|
2019
Q1 | $347K | Hold |
2,401
| – | – | 0.3% | 33 |
|
|
2018
Q4 | $306K | Buy |
+2,401
| New | +$306K | 0.28% | 37 |
|