PIWA
Prevail Innovative 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 | $232K | Sell |
764
-133
| -15% | -$40.4K | 0.05% | 184 |
|
|
2025
Q1 | $247K | Sell |
897
-1,181
| -57% | -$325K | 0.07% | 161 |
|
|
2024
Q4 | $602K | Sell |
2,078
-205
| -9% | -$59.4K | 0.17% | 114 |
|
|
2024
Q3 | $646K | Buy |
2,283
+194
| +9% | +$54.9K | 0.2% | 110 |
|
|
2024
Q2 | $559K | Hold |
2,089
| – | – | 0.2% | 108 |
|
|
2024
Q1 | $543K | Sell |
2,089
-181
| -8% | -$47K | 0.2% | 123 |
|
|
2023
Q4 | $538K | Buy |
2,270
+834
| +58% | +$198K | 0.26% | 95 |
|
|
2023
Q3 | $305K | Buy |
1,436
+112
| +8% | +$23.8K | 0.16% | 107 |
|
|
2023
Q2 | $292K | Buy |
+1,324
| New | +$292K | 0.16% | 83 |
|