WFA
West 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 | $5.11M | Sell |
16,802
-1,515
| -8% | -$460K | 0.89% | 18 |
|
|
2025
Q1 | $5.03M | Sell |
18,317
-336
| -2% | -$92.3K | 0.96% | 17 |
|
|
2024
Q4 | $5.41M | Sell |
18,653
-827
| -4% | -$240K | 1.04% | 17 |
|
|
2024
Q3 | $5.52M | Sell |
19,480
-663
| -3% | -$188K | 1.06% | 17 |
|
|
2024
Q2 | $5.39M | Sell |
20,143
-472
| -2% | -$126K | 1.12% | 18 |
|
|
2024
Q1 | $5.36M | Sell |
20,615
-70
| -0.3% | -$18.2K | 1.15% | 18 |
|
|
2023
Q4 | $4.91M | Sell |
20,685
-853
| -4% | -$202K | 1.12% | 18 |
|
|
2023
Q3 | $4.57M | Sell |
21,538
-105
| -0.5% | -$22.3K | 1.15% | 16 |
|
|
2023
Q2 | $4.77M | Sell |
21,643
-926
| -4% | -$204K | 1.17% | 16 |
|
|
2023
Q1 | $4.61M | Sell |
22,569
-28
| -0.1% | -$5.72K | 1.21% | 17 |
|
|
2022
Q4 | $4.32M | Sell |
22,597
-641
| -3% | -$123K | 1.21% | 17 |
|
|
2022
Q3 | $4.17M | Buy |
+23,238
| New | +$4.17M | 1.25% | 15 |
|