IIA
Integral Investment 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 | $6.42M | Sell |
21,136
-4,728
| -18% | -$1.44M | 1.83% | 15 |
|
|
2025
Q1 | $7.11M | Buy |
25,864
+1,150
| +5% | +$316K | 2.27% | 15 |
|
|
2024
Q4 | $7.16M | Sell |
24,714
-710
| -3% | -$206K | 2.32% | 15 |
|
|
2024
Q3 | $7.2M | Buy |
25,424
+570
| +2% | +$161K | 2.41% | 14 |
|
|
2024
Q2 | $6.7M | Buy |
24,854
+15,471
| +165% | +$4.17M | 2.47% | 13 |
|
|
2024
Q1 | $2.44M | Buy |
+9,383
| New | +$2.44M | 1.01% | 23 |
|
|
2023
Q2 | – | Sell |
-2,179
| Closed | -$445K | – | 82 |
|
|
2023
Q1 | $445K | Sell |
2,179
-173
| -7% | -$35.3K | 0.32% | 54 |
|
|
2022
Q4 | $450K | Sell |
2,352
-36,384
| -94% | -$6.96M | 0.35% | 51 |
|
|
2022
Q3 | $6.95M | Sell |
38,736
-2,315
| -6% | -$415K | 5.68% | 4 |
|
|
2022
Q2 | $7.74M | Sell |
41,051
-929
| -2% | -$175K | 6.58% | 2 |
|
|
2022
Q1 | $9.56M | Sell |
41,980
-7,350
| -15% | -$1.67M | 5.98% | 2 |
|
|
2021
Q4 | $11.9M | Buy |
+49,330
| New | +$11.9M | 8.56% | 2 |
|