WMA
Wealth Management Associates’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 | $8.58M | Buy |
28,245
+1,119
| +4% | +$340K | 3.34% | 6 |
|
|
2025
Q1 | $7.46M | Buy |
27,126
+812
| +3% | +$223K | 3.19% | 6 |
|
|
2024
Q4 | $7.63M | Sell |
26,314
-206
| -0.8% | -$59.7K | 3.26% | 5 |
|
|
2024
Q3 | $7.51M | Buy |
26,520
+130
| +0.5% | +$36.8K | 3.3% | 5 |
|
|
2024
Q2 | $7.06M | Hold |
26,390
| – | – | 3.31% | 5 |
|
|
2024
Q1 | $7.06M | Sell |
26,390
-607
| -2% | -$162K | 3.31% | 5 |
|
|
2023
Q4 | $6.4M | Buy |
26,997
+153
| +0.6% | +$36.3K | 3.38% | 4 |
|
|
2023
Q3 | $5.7M | Sell |
26,844
-167
| -0.6% | -$35.5K | 3.33% | 5 |
|
|
2023
Q2 | $5.95M | Sell |
27,011
-365
| -1% | -$80.4K | 3.37% | 5 |
|
|
2023
Q1 | $5.59M | Sell |
27,376
-66
| -0.2% | -$13.5K | 3.45% | 4 |
|
|
2022
Q4 | $5.25M | Sell |
27,442
-3,130
| -10% | -$598K | 3.49% | 3 |
|
|
2022
Q3 | $5.49M | Buy |
30,572
+213
| +0.7% | +$38.2K | 3.86% | 3 |
|
|
2022
Q2 | $5.73M | Buy |
30,359
+800
| +3% | +$151K | 3.91% | 3 |
|
|
2022
Q1 | $6.73M | Sell |
29,559
-642
| -2% | -$146K | 3.82% | 3 |
|
|
2021
Q4 | $7.29M | Buy |
30,201
+95
| +0.3% | +$22.9K | 3.92% | 3 |
|
|
2021
Q3 | $6.69M | Buy |
30,106
+565
| +2% | +$125K | 3.91% | 3 |
|
|
2021
Q2 | $6.58M | Sell |
29,541
-154
| -0.5% | -$34.3K | 3.74% | 3 |
|
|
2021
Q1 | $6.14M | Sell |
29,695
-13,551
| -31% | -$2.8M | 3.9% | 3 |
|
|
2020
Q4 | $8.42M | Buy |
43,246
+14,074
| +48% | +$2.74M | 5.53% | 2 |
|
|
2020
Q3 | $4.97M | Sell |
29,172
-271
| -0.9% | -$46.2K | 3.84% | 3 |
|
|
2020
Q2 | $4.61M | Sell |
29,443
-25,263
| -46% | -$3.95M | 3.89% | 4 |
|
|
2020
Q1 | $7.05M | Buy |
54,706
+217
| +0.4% | +$28K | 7.13% | 1 |
|
|
2019
Q4 | $8.92M | Buy |
54,489
+1,403
| +3% | +$230K | 6.38% | 1 |
|
|
2019
Q3 | $8.02M | Buy |
53,086
+1,216
| +2% | +$184K | 6.45% | 1 |
|
|
2019
Q2 | $7.79M | Buy |
51,870
+163
| +0.3% | +$24.5K | 7.75% | 1 |
|
|
2019
Q1 | $7.48M | Buy |
51,707
+1,939
| +4% | +$281K | 8.15% | 1 |
|
|
2018
Q4 | $6.35M | Buy |
+49,768
| New | +$6.35M | 8.55% | 1 |
|