OHWA
Oak Hill 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 | $2.48M | Sell |
8,112
-254
| -3% | -$77.6K | 0.51% | 31 |
|
|
2025
Q1 | $2.3M | Sell |
8,366
-267
| -3% | -$73.4K | 0.53% | 33 |
|
|
2024
Q4 | $2.5M | Buy |
+8,633
| New | +$2.5M | 0.6% | 29 |
|
|
2024
Q3 | – | Sell |
-8,931
| Closed | -$2.39M | – | 108 |
|
|
2024
Q2 | $2.39M | Buy |
+8,931
| New | +$2.39M | 0.72% | 22 |
|
|
2024
Q1 | – | Sell |
-7,180
| Closed | -$1.7M | – | 98 |
|
|
2023
Q4 | $1.7M | Buy |
7,180
+311
| +5% | +$73.8K | 0.59% | 21 |
|
|
2023
Q3 | $1.46M | Buy |
6,869
+1,416
| +26% | +$301K | 0.56% | 25 |
|
|
2023
Q2 | $1.24M | Buy |
5,453
+213
| +4% | +$48.2K | 0.46% | 29 |
|
|
2023
Q1 | $1.07M | Sell |
5,240
-331
| -6% | -$67.6K | 0.42% | 31 |
|
|
2022
Q4 | $1.07M | Buy |
+5,571
| New | +$1.07M | 0.44% | 35 |
|