IWA
Inspirion 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 | $674K | Hold |
2,218
| – | – | 0.09% | 81 |
|
|
2025
Q1 | $610K | Sell |
2,218
-765
| -26% | -$210K | 0.08% | 84 |
|
|
2024
Q4 | $869K | Buy |
2,983
+765
| +34% | +$223K | 0.12% | 64 |
|
|
2024
Q3 | $628K | Sell |
2,218
-7
| -0.3% | -$1.98K | 0.09% | 86 |
|
|
2024
Q2 | $595K | Buy |
2,225
+1,382
| +164% | +$370K | 0.09% | 83 |
|
|
2024
Q1 | $219K | Buy |
+843
| New | +$219K | 0.04% | 137 |
|
|
2023
Q4 | – | Sell |
-1,095
| Closed | -$233K | – | 143 |
|
|
2023
Q3 | $233K | Hold |
1,095
| – | – | 0.05% | 126 |
|
|
2023
Q2 | $241K | Buy |
+1,095
| New | +$241K | 0.05% | 124 |
|
|
2021
Q3 | – | Sell |
-1,207
| Closed | -$269K | – | 90 |
|
|
2021
Q2 | $269K | Buy |
+1,207
| New | +$269K | 0.07% | 78 |
|