W Advisors LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
+1,452
| New | +$441K | 0.25% | 75 |
|
|
2024
Q1 | – | Sell |
-1,072
| Closed | -$254K | – | 116 |
|
|
2023
Q4 | $254K | Buy |
+1,072
| New | +$254K | 0.19% | 90 |
|
|
2023
Q1 | – | Sell |
-2,451
| Closed | -$469K | – | 112 |
|
|
2022
Q4 | $469K | Sell |
2,451
-2,595
| -51% | -$496K | 0.39% | 64 |
|
|
2022
Q3 | $905K | Buy |
5,046
+227
| +5% | +$40.7K | 0.84% | 30 |
|
|
2022
Q2 | $909K | Buy |
4,819
+175
| +4% | +$33K | 0.79% | 30 |
|
|
2022
Q1 | $1.06M | Buy |
4,644
+1,258
| +37% | +$286K | 0.8% | 33 |
|
|
2021
Q4 | $818K | Buy |
+3,386
| New | +$818K | 0.61% | 36 |
|