WANY
Wealthspire Advisors (New York)’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 | $599M | Sell |
1,972,304
-294,620
| -13% | -$89.5M | 3.37% | 7 |
|
|
2025
Q1 | $623M | Buy |
2,266,924
+1,120,527
| +98% | +$308M | 3.72% | 7 |
|
|
2024
Q4 | $332M | Buy |
1,146,397
+39,041
| +4% | +$11.3M | 3.3% | 7 |
|
|
2024
Q3 | $314M | Buy |
1,107,356
+35,864
| +3% | +$10.2M | 3.19% | 7 |
|
|
2024
Q2 | $287M | Buy |
1,071,492
+69,738
| +7% | +$18.7M | 3.67% | 7 |
|
|
2024
Q1 | $260M | Buy |
1,001,754
+50,417
| +5% | +$13.1M | 3.47% | 7 |
|
|
2023
Q4 | $226M | Buy |
951,337
+121,444
| +15% | +$28.8M | 3.21% | 8 |
|
|
2023
Q3 | $176M | Buy |
829,893
+52,110
| +7% | +$11.1M | 2.91% | 8 |
|
|
2023
Q2 | $171M | Buy |
777,783
+70,705
| +10% | +$15.6M | 2.8% | 9 |
|
|
2023
Q1 | $144M | Sell |
707,078
-20,658
| -3% | -$4.22M | 2.48% | 9 |
|
|
2022
Q4 | $139M | Sell |
727,736
-38,687
| -5% | -$7.4M | 2.53% | 9 |
|
|
2022
Q3 | $138M | Buy |
766,423
+9,935
| +1% | +$1.78M | 2.87% | 8 |
|
|
2022
Q2 | $143M | Sell |
756,488
-74,394
| -9% | -$14M | 2.98% | 7 |
|
|
2022
Q1 | $189M | Buy |
830,882
+36,262
| +5% | +$8.26M | 4.26% | 6 |
|
|
2021
Q4 | $192M | Sell |
794,620
-19,824
| -2% | -$4.79M | 4.24% | 6 |
|
|
2021
Q3 | $181M | Sell |
814,444
-18,461
| -2% | -$4.1M | 3.75% | 7 |
|
|
2021
Q2 | $186M | Sell |
832,905
-47,330
| -5% | -$10.5M | 4.88% | 5 |
|
|
2021
Q1 | $182M | Buy |
880,235
+132,680
| +18% | +$27.4M | 4.32% | 5 |
|
|
2020
Q4 | $146M | Buy |
747,555
+127,683
| +21% | +$24.9M | 4.33% | 5 |
|
|
2020
Q3 | $106M | Buy |
619,872
+7,240
| +1% | +$1.23M | 6.28% | 6 |
|
|
2020
Q2 | $95.9M | Sell |
612,632
-85,808
| -12% | -$13.4M | 6.68% | 5 |
|
|
2020
Q1 | $90M | Buy |
698,440
+103,027
| +17% | +$13.3M | 3.77% | 5 |
|
|
2019
Q4 | $97.4M | Buy |
595,413
+4,473
| +0.8% | +$732K | 7.09% | 5 |
|
|
2019
Q3 | $89.2M | Sell |
590,940
-11,057
| -2% | -$1.67M | 7.31% | 5 |
|
|
2019
Q2 | $90.4M | Buy |
601,997
+521
| +0.1% | +$78.2K | 7.87% | 5 |
|
|
2019
Q1 | $87M | Buy |
601,476
+27,507
| +5% | +$3.98M | 8.07% | 5 |
|
|
2018
Q4 | $73.3M | Buy |
+573,969
| New | +$73.3M | 7.06% | 5 |
|