OWA
Outlook 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 | $1.78M | Sell |
5,846
-38
| -0.6% | -$11.6K | 0.46% | 46 |
|
|
2025
Q1 | $1.62M | Buy |
5,884
+111
| +2% | +$30.5K | 0.45% | 43 |
|
|
2024
Q4 | $1.67M | Sell |
5,773
-322
| -5% | -$93.3K | 0.48% | 38 |
|
|
2024
Q3 | $1.73M | Buy |
6,095
+46
| +0.8% | +$13K | 0.5% | 38 |
|
|
2024
Q2 | $10.7M | Sell |
6,049
-402
| -6% | -$714K | 3.35% | 6 |
|
|
2024
Q1 | $1.68M | Buy |
6,451
+22
| +0.3% | +$5.72K | 0.52% | 41 |
|
|
2023
Q4 | $1.53M | Sell |
6,429
-379
| -6% | -$89.9K | 0.53% | 41 |
|
|
2023
Q3 | $1.45M | Sell |
6,808
-28
| -0.4% | -$5.95K | 0.55% | 43 |
|
|
2023
Q2 | $1.51M | Sell |
6,836
-208
| -3% | -$45.8K | 0.57% | 41 |
|
|
2023
Q1 | $1.44M | Sell |
7,044
-729
| -9% | -$149K | 0.64% | 37 |
|
|
2022
Q4 | $1.49M | Sell |
7,773
-3,498
| -31% | -$669K | 0.71% | 28 |
|
|
2022
Q3 | $2M | Buy |
11,271
+45
| +0.4% | +$8K | 0.9% | 27 |
|
|
2022
Q2 | $2.12M | Sell |
11,226
-510
| -4% | -$96.2K | 0.87% | 27 |
|
|
2022
Q1 | $2.67M | Sell |
11,736
-261
| -2% | -$59.4K | 0.89% | 21 |
|
|
2021
Q4 | $2.9M | Buy |
11,997
+2,557
| +27% | +$617K | 0.85% | 23 |
|
|
2021
Q3 | $2.1M | Buy |
9,440
+534
| +6% | +$119K | 0.69% | 36 |
|
|
2021
Q2 | $1.99M | Buy |
8,906
+1,554
| +21% | +$346K | 0.63% | 41 |
|
|
2021
Q1 | $1.52M | Buy |
7,352
+999
| +16% | +$207K | 0.53% | 49 |
|
|
2020
Q4 | $1.24M | Sell |
6,353
-1,260
| -17% | -$245K | 0.45% | 59 |
|
|
2020
Q3 | $1.3M | Buy |
7,613
+2,308
| +44% | +$393K | 0.52% | 54 |
|
|
2020
Q2 | $830K | Buy |
5,305
+3,670
| +224% | +$574K | 0.35% | 65 |
|
|
2020
Q1 | $211K | Sell |
1,635
-2,954
| -64% | -$381K | 0.12% | 144 |
|
|
2019
Q4 | $751K | Buy |
+4,589
| New | +$751K | 0.42% | 49 |
|