NIWA
New Insight 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 | $579K | Buy |
1,904
+2
| +0.1% | +$608 | 0.24% | 64 |
|
|
2025
Q1 | $523K | Buy |
+1,902
| New | +$523K | 0.24% | 58 |
|
|
2024
Q4 | – | Sell |
-1,892
| Closed | -$536K | – | 97 |
|
|
2024
Q3 | $536K | Sell |
1,892
-3
| -0.2% | -$849 | 0.28% | 46 |
|
|
2024
Q2 | $507K | Buy |
1,895
+3
| +0.2% | +$803 | 0.3% | 42 |
|
|
2024
Q1 | $492K | Sell |
1,892
-1
| -0.1% | -$260 | 0.31% | 43 |
|
|
2023
Q4 | $449K | Buy |
+1,893
| New | +$449K | 0.3% | 46 |
|