WCFA
Walkner Condon Financial 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 | $3.4M | Buy |
11,173
+3,427
| +44% | +$1.04M | 0.62% | 37 |
|
|
2025
Q1 | $2.13M | Buy |
7,746
+960
| +14% | +$264K | 0.43% | 60 |
|
|
2024
Q4 | $1.97M | Sell |
6,786
-123
| -2% | -$35.6K | 0.4% | 59 |
|
|
2024
Q3 | $1.96M | Buy |
6,909
+6
| +0.1% | +$1.7K | 0.4% | 58 |
|
|
2024
Q2 | $1.85M | Buy |
6,903
+178
| +3% | +$47.6K | 0.4% | 61 |
|
|
2024
Q1 | $1.75M | Sell |
6,725
-85
| -1% | -$22.1K | 0.37% | 67 |
|
|
2023
Q4 | $1.62M | Sell |
6,810
-362
| -5% | -$85.9K | 0.37% | 68 |
|
|
2023
Q3 | $1.52M | Buy |
7,172
+2,532
| +55% | +$538K | 0.4% | 64 |
|
|
2023
Q2 | $1.02M | Buy |
4,640
+1,455
| +46% | +$321K | 0.27% | 83 |
|
|
2023
Q1 | $650K | Buy |
3,185
+22
| +0.7% | +$4.49K | 0.18% | 108 |
|
|
2022
Q4 | $605K | Buy |
3,163
+124
| +4% | +$23.7K | 0.18% | 107 |
|
|
2022
Q3 | $545K | Buy |
3,039
+499
| +20% | +$89.5K | 0.18% | 109 |
|
|
2022
Q2 | $479K | Buy |
2,540
+443
| +21% | +$83.5K | 0.15% | 123 |
|
|
2022
Q1 | $478K | Sell |
2,097
-152
| -7% | -$34.6K | 0.14% | 135 |
|
|
2021
Q4 | $543K | Buy |
2,249
+147
| +7% | +$35.5K | 0.35% | 66 |
|
|
2021
Q3 | $466K | Buy |
2,102
+137
| +7% | +$30.4K | 0.23% | 88 |
|
|
2021
Q2 | $438K | Sell |
1,965
-118
| -6% | -$26.3K | 0.16% | 108 |
|
|
2021
Q1 | $431K | Buy |
2,083
+645
| +45% | +$133K | 0.17% | 107 |
|
|
2020
Q4 | $280K | Buy |
1,438
+210
| +17% | +$40.9K | 0.12% | 111 |
|
|
2020
Q3 | $209K | Buy |
+1,228
| New | +$209K | 0.11% | 118 |
|