WA
Wealthstream 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 | $5.85M | Sell |
19,259
-738
| -4% | -$224K | 0.97% | 12 |
|
|
2025
Q1 | $5.5M | Buy |
19,997
+214
| +1% | +$58.8K | 1.03% | 11 |
|
|
2024
Q4 | $5.73M | Sell |
19,783
-82
| -0.4% | -$23.8K | 1.06% | 11 |
|
|
2024
Q3 | $5.62M | Buy |
19,865
+1,523
| +8% | +$431K | 1.02% | 12 |
|
|
2024
Q2 | $4.91M | Sell |
18,342
-50
| -0.3% | -$13.4K | 1.8% | 11 |
|
|
2024
Q1 | $4.78M | Buy |
18,392
+830
| +5% | +$216K | 1.81% | 11 |
|
|
2023
Q4 | $4.17M | Sell |
17,562
-842
| -5% | -$200K | 1.72% | 11 |
|
|
2023
Q3 | $3.91M | Buy |
18,404
+811
| +5% | +$172K | 2.02% | 10 |
|
|
2023
Q2 | $3.88M | Buy |
17,593
+8
| +0% | +$1.76K | 2.03% | 11 |
|
|
2023
Q1 | $3.59M | Buy |
17,585
+156
| +0.9% | +$31.8K | 2.14% | 11 |
|
|
2022
Q4 | $3.33M | Buy |
17,429
+4,384
| +34% | +$838K | 2.17% | 11 |
|
|
2022
Q3 | $2.34M | Buy |
13,045
+222
| +2% | +$39.8K | 2.52% | 7 |
|
|
2022
Q2 | $2.42M | Buy |
12,823
+3
| +0% | +$566 | 2.44% | 7 |
|
|
2022
Q1 | $2.92M | Buy |
12,820
+207
| +2% | +$47.1K | 2.55% | 6 |
|
|
2021
Q4 | $3.05M | Buy |
+12,613
| New | +$3.05M | 2.6% | 6 |
|