NIA
NIA Impact 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 | $13.2M | Hold |
43,575
| – | – | 4.58% | 1 |
|
2025
Q1 | $12M | Sell |
43,575
-10
| -0% | -$2.75K | 4.45% | 1 |
|
2024
Q4 | $12.6M | Sell |
43,585
-844
| -2% | -$245K | 4.11% | 2 |
|
2024
Q3 | $12.6M | Hold |
44,429
| – | – | 4.18% | 2 |
|
2024
Q2 | $11.9M | Buy |
44,429
+10
| +0% | +$2.68K | 4.27% | 2 |
|
2024
Q1 | $11.5M | Buy |
+44,419
| New | +$11.5M | 4.6% | 1 |
|
2023
Q2 | $9.86M | Hold |
44,419
| – | – | 5.61% | 2 |
|
2023
Q1 | $9.07M | Hold |
44,419
| – | – | 4.89% | 1 |
|
2022
Q4 | $8.49M | Hold |
44,419
| – | – | 4.93% | 1 |
|
2022
Q3 | $7.97M | Hold |
44,419
| – | – | 4.92% | 1 |
|
2022
Q2 | $8.38M | Sell |
44,419
-8,299
| -16% | -$1.57M | 5.03% | 1 |
|
2022
Q1 | $12M | Hold |
52,718
| – | – | 5.82% | 1 |
|
2021
Q4 | $12M | Buy |
52,718
+8,299
| +19% | +$1.89M | 6.36% | 1 |
|
2021
Q3 | $9.86M | Hold |
44,419
| – | – | 4.21% | 3 |
|
2021
Q2 | $9.9M | Hold |
44,419
| – | – | 4.83% | 2 |
|
2021
Q1 | $9.18M | Sell |
44,419
-3,000
| -6% | -$620K | 4.97% | 2 |
|
2020
Q4 | $9.4M | Buy |
+47,419
| New | +$9.4M | 4.9% | 2 |
|