IAA
Independent Advisor Alliance’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 | $13.7M | Buy |
45,115
+7,226
| +19% | +$2.2M | 0.4% | 38 |
|
|
2025
Q1 | $10.4M | Sell |
37,889
-90,982
| -71% | -$25M | 0.34% | 47 |
|
|
2024
Q4 | $37.3M | Buy |
128,871
+101,983
| +379% | +$29.6M | 0.49% | 37 |
|
|
2024
Q3 | $7.61M | Sell |
26,888
-412,765
| -94% | -$117M | 0.28% | 69 |
|
|
2024
Q2 | $118M | Sell |
439,653
-4,398
| -1% | -$1.18M | 4.03% | 5 |
|
|
2024
Q1 | $115M | Sell |
444,051
-381,522
| -46% | -$99.2M | 4.17% | 4 |
|
|
2023
Q4 | $186M | Buy |
825,573
+417,832
| +102% | +$94M | 6.69% | 1 |
|
|
2023
Q3 | $86.6M | Buy |
407,741
+30,855
| +8% | +$6.55M | 3.92% | 4 |
|
|
2023
Q2 | $83M | Buy |
376,886
+22,085
| +6% | +$4.86M | 3.66% | 3 |
|
|
2023
Q1 | $72.4M | Buy |
354,801
+31,948
| +10% | +$6.52M | 3.49% | 3 |
|
|
2022
Q4 | $61.7M | Buy |
322,853
+112,606
| +54% | +$21.5M | 21.21% | 1 |
|
|
2022
Q3 | $37.7M | Buy |
210,247
+102,013
| +94% | +$18.3M | 2.2% | 4 |
|
|
2022
Q2 | $20.4M | Buy |
+108,234
| New | +$20.4M | 1.14% | 15 |
|
|
2020
Q2 | – | Sell |
-3,086
| Closed | -$398K | – | 530 |
|
|
2020
Q1 | $398K | Sell |
3,086
-145,845
| -98% | -$18.8M | 0.06% | 239 |
|
|
2019
Q4 | $24.4M | Buy |
148,931
+145,884
| +4,788% | +$23.9M | 1.06% | 13 |
|
|
2019
Q3 | $478K | Buy |
+3,047
| New | +$478K | 0.06% | 259 |
|
|
2019
Q2 | – | Sell |
-1,947
| Closed | -$282K | – | 468 |
|
|
2019
Q1 | $282K | Buy |
+1,947
| New | +$282K | 0.04% | 328 |
|
|
2017
Q2 | – | Sell |
-131,851
| Closed | -$15.9M | – | 410 |
|
|
2017
Q1 | $15.9M | Buy |
+131,851
| New | +$15.9M | 2.52% | 1 |
|