SWA
SOA 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 | $616K | Buy |
2,028
+39
| +2% | +$11.9K | 0.12% | 105 |
|
|
2025
Q1 | $547K | Buy |
1,989
+5
| +0.3% | +$1.37K | 0.11% | 104 |
|
|
2024
Q4 | $575K | Buy |
1,984
+8
| +0.4% | +$2.32K | 0.11% | 104 |
|
|
2024
Q3 | $559K | Buy |
1,976
+6
| +0.3% | +$1.7K | 0.11% | 107 |
|
|
2024
Q2 | $527K | Buy |
1,970
+40
| +2% | +$10.7K | 0.11% | 108 |
|
|
2024
Q1 | $502K | Sell |
1,930
-80
| -4% | -$20.8K | 0.1% | 107 |
|
|
2023
Q4 | $477K | Buy |
2,010
+172
| +9% | +$40.8K | 0.11% | 100 |
|
|
2023
Q3 | $390K | Buy |
1,838
+9
| +0.5% | +$1.91K | 0.1% | 110 |
|
|
2023
Q2 | $403K | Buy |
1,829
+5
| +0.3% | +$1.1K | 0.09% | 111 |
|
|
2023
Q1 | $372K | Buy |
1,824
+2
| +0.1% | +$408 | 0.09% | 109 |
|
|
2022
Q4 | $348K | Sell |
1,822
-336
| -16% | -$64.2K | 0.09% | 108 |
|
|
2022
Q3 | $387K | Buy |
2,158
+433
| +25% | +$77.7K | 0.12% | 98 |
|
|
2022
Q2 | $325K | Buy |
1,725
+217
| +14% | +$40.9K | 0.1% | 108 |
|
|
2022
Q1 | $343K | Buy |
1,508
+832
| +123% | +$189K | 0.08% | 122 |
|
|
2021
Q4 | $163K | Hold |
676
| – | – | 0.04% | 178 |
|
|
2021
Q3 | $150K | Sell |
676
-135
| -17% | -$30K | 0.04% | 184 |
|
|
2021
Q2 | $180K | Buy |
811
+193
| +31% | +$42.8K | 0.05% | 163 |
|
|
2021
Q1 | $127K | Hold |
618
| – | – | 0.04% | 177 |
|
|
2020
Q4 | $127K | Buy |
+618
| New | +$127K | 0.03% | 174 |
|