OPWM
Oakwell Private Wealth Management’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 | $150M | Buy |
494,910
+53,179
| +12% | +$16.2M | 34.64% | 1 |
|
|
2025
Q1 | $121M | Buy |
441,731
+19,834
| +5% | +$5.45M | 33.52% | 1 |
|
|
2024
Q4 | $122M | Buy |
421,897
+28,704
| +7% | +$8.32M | 34.28% | 1 |
|
|
2024
Q3 | $111M | Sell |
393,193
-31,397
| -7% | -$8.89M | 32.02% | 1 |
|
|
2024
Q2 | $114M | Buy |
424,590
+23,078
| +6% | +$6.17M | 32.07% | 1 |
|
|
2024
Q1 | $104M | Buy |
401,512
+32,707
| +9% | +$8.5M | 31.72% | 1 |
|
|
2023
Q4 | $87.5M | Buy |
368,805
+29,761
| +9% | +$7.06M | 30.58% | 1 |
|
|
2023
Q3 | $72M | Buy |
339,044
+17,342
| +5% | +$3.68M | 30.55% | 1 |
|
|
2023
Q2 | $70.9M | Buy |
321,702
+38,546
| +14% | +$8.49M | 29.64% | 1 |
|
|
2023
Q1 | $57.8M | Buy |
283,156
+8,999
| +3% | +$1.84M | 26.32% | 1 |
|
|
2022
Q4 | $52.4M | Buy |
274,157
+13,233
| +5% | +$2.53M | 25.04% | 1 |
|
|
2022
Q3 | $46.8M | Sell |
260,924
-5,772
| -2% | -$1.04M | 25.93% | 1 |
|
|
2022
Q2 | $50.3M | Buy |
266,696
+15,097
| +6% | +$2.85M | 28.69% | 1 |
|
|
2022
Q1 | $57.3M | Buy |
251,599
+12,898
| +5% | +$2.94M | 28.8% | 1 |
|
|
2021
Q4 | $57.6M | Buy |
238,701
+9,356
| +4% | +$2.26M | 28.67% | 1 |
|
|
2021
Q3 | $50.9M | Buy |
229,345
+94,121
| +70% | +$20.9M | 27.53% | 1 |
|
|
2021
Q2 | $30.1M | Buy |
135,224
+27,730
| +26% | +$6.18M | 19.34% | 1 |
|
|
2021
Q1 | $22.2M | Buy |
107,494
+8,423
| +9% | +$1.74M | 15.74% | 1 |
|
|
2020
Q4 | $19.3M | Buy |
+99,071
| New | +$19.3M | 15.16% | 1 |
|