OWA
ORBA 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 | $1.97M | Buy |
6,483
+1,313
| +25% | +$399K | 1.79% | 20 |
|
|
2025
Q1 | $1.42M | Buy |
5,170
+503
| +11% | +$138K | 0.72% | 35 |
|
|
2024
Q4 | $1.35M | Hold |
4,667
| – | – | 0.71% | 37 |
|
|
2024
Q3 | $1.32M | Sell |
4,667
-97
| -2% | -$27.5K | 0.67% | 37 |
|
|
2024
Q2 | $1.27M | Buy |
4,764
+97
| +2% | +$25.9K | 0.66% | 35 |
|
|
2024
Q1 | $1.21M | Hold |
4,667
| – | – | 0.67% | 35 |
|
|
2023
Q4 | $1.11M | Buy |
+4,667
| New | +$1.11M | 0.66% | 35 |
|