WFA
WestHill 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 | $384K | Buy |
1,264
+2
| +0.2% | +$608 | 0.08% | 48 |
|
|
2025
Q1 | $347K | Sell |
1,262
-24
| -2% | -$6.6K | 0.08% | 52 |
|
|
2024
Q4 | $373K | Sell |
1,286
-13
| -1% | -$3.77K | 0.08% | 50 |
|
|
2024
Q3 | $368K | Buy |
1,299
+46
| +4% | +$13K | 0.08% | 52 |
|
|
2024
Q2 | $335K | Hold |
1,253
| – | – | 0.08% | 53 |
|
|
2024
Q1 | $326K | Sell |
1,253
-5,857
| -82% | -$1.52M | 0.08% | 52 |
|
|
2023
Q4 | $1.69M | Buy |
7,110
+6,019
| +552% | +$1.43M | 0.45% | 22 |
|
|
2023
Q3 | $232K | Buy |
1,091
+7
| +0.6% | +$1.49K | 0.07% | 58 |
|
|
2023
Q2 | $239K | Buy |
1,084
+1
| +0.1% | +$220 | 0.07% | 54 |
|
|
2023
Q1 | $221K | Buy |
1,083
+2
| +0.2% | +$408 | 0.07% | 58 |
|
|
2022
Q4 | $207K | Buy |
1,081
+4
| +0.4% | +$765 | 0.07% | 59 |
|
|
2022
Q3 | $193K | Buy |
1,077
+5
| +0.5% | +$896 | 0.07% | 59 |
|
|
2022
Q2 | $202K | Buy |
1,072
+6
| +0.6% | +$1.13K | 0.07% | 63 |
|
|
2022
Q1 | $243K | Buy |
1,066
+484
| +83% | +$110K | 0.07% | 59 |
|
|
2021
Q4 | $140K | Buy |
582
+29
| +5% | +$6.98K | 0.04% | 81 |
|
|
2021
Q3 | $123K | Buy |
+553
| New | +$123K | 0.04% | 69 |
|
|
2021
Q1 | $111K | Sell |
536
-3
| -0.6% | -$621 | 0.04% | 61 |
|
|
2020
Q4 | $105K | Buy |
+539
| New | +$105K | 0.04% | 62 |
|