WWA
WCG 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 | $7.75M | Sell |
25,490
-136
| -0.5% | -$41.3K | 0.5% | 59 |
|
|
2025
Q1 | $7.04M | Sell |
25,626
-5,883
| -19% | -$1.62M | 0.54% | 57 |
|
|
2024
Q4 | $9.13M | Buy |
31,509
+6,709
| +27% | +$1.94M | 0.6% | 51 |
|
|
2024
Q3 | $7.02M | Buy |
24,800
+3,010
| +14% | +$852K | 0.47% | 70 |
|
|
2024
Q2 | $5.83M | Buy |
21,790
+7,655
| +54% | +$2.05M | 0.43% | 69 |
|
|
2024
Q1 | $3.67M | Sell |
14,135
-7,186
| -34% | -$1.87M | 0.31% | 77 |
|
|
2023
Q4 | $5.06M | Buy |
21,321
+4,909
| +30% | +$1.16M | 0.37% | 69 |
|
|
2023
Q3 | $3.49M | Buy |
+16,412
| New | +$3.49M | 0.26% | 89 |
|
|
2022
Q4 | – | Sell |
-4,427
| Closed | -$945K | – | 278 |
|
|
2022
Q3 | $945K | Buy |
+4,427
| New | +$945K | 0.13% | 131 |
|