WAS
Winch Advisory Services’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 | $3.17M | Buy |
10,426
+25
| +0.2% | +$7.6K | 0.77% | 27 |
|
|
2025
Q1 | $2.86M | Buy |
10,401
+423
| +4% | +$116K | 0.76% | 25 |
|
|
2024
Q4 | $2.89M | Sell |
9,978
-1,624
| -14% | -$471K | 0.75% | 26 |
|
|
2024
Q3 | $3.29M | Buy |
11,602
+402
| +4% | +$114K | 0.91% | 23 |
|
|
2024
Q2 | $3M | Buy |
11,200
+439
| +4% | +$117K | 0.86% | 25 |
|
|
2024
Q1 | $2.8M | Buy |
10,761
+484
| +5% | +$126K | 0.85% | 26 |
|
|
2023
Q4 | $2.44M | Buy |
10,277
+3,405
| +50% | +$808K | 0.81% | 26 |
|
|
2023
Q3 | $1.46M | Buy |
6,872
+2,710
| +65% | +$576K | 0.54% | 29 |
|
|
2023
Q2 | $917K | Buy |
4,162
+479
| +13% | +$106K | 0.33% | 40 |
|
|
2023
Q1 | $752K | Buy |
3,683
+422
| +13% | +$86.2K | 0.29% | 45 |
|
|
2022
Q4 | $623K | Buy |
3,261
+1,167
| +56% | +$223K | 0.27% | 48 |
|
|
2022
Q3 | $376K | Buy |
2,094
+211
| +11% | +$37.9K | 0.16% | 55 |
|
|
2022
Q2 | $355K | Buy |
1,883
+20
| +1% | +$3.77K | 0.14% | 56 |
|
|
2022
Q1 | $424K | Sell |
1,863
-549
| -23% | -$125K | 0.15% | 55 |
|
|
2021
Q4 | $582K | Buy |
2,412
+539
| +29% | +$130K | 0.19% | 52 |
|
|
2021
Q3 | $416K | Sell |
1,873
-76
| -4% | -$16.9K | 0.15% | 56 |
|
|
2021
Q2 | $434K | Buy |
1,949
+543
| +39% | +$121K | 0.16% | 54 |
|
|
2021
Q1 | $291K | Buy |
1,406
+2
| +0.1% | +$414 | 0.12% | 56 |
|
|
2020
Q4 | $273K | Buy |
1,404
+1
| +0.1% | +$194 | 0.11% | 57 |
|
|
2020
Q3 | $239K | Buy |
1,403
+5
| +0.4% | +$852 | 0.1% | 55 |
|
|
2020
Q2 | $219K | Sell |
1,398
-1,904
| -58% | -$298K | 0.1% | 54 |
|
|
2020
Q1 | $426K | Buy |
3,302
+58
| +2% | +$7.48K | 0.21% | 42 |
|
|
2019
Q4 | $531K | Buy |
3,244
+254
| +8% | +$41.6K | 0.25% | 52 |
|
|
2019
Q3 | $451K | Sell |
2,990
-212
| -7% | -$32K | 0.23% | 45 |
|
|
2019
Q2 | $481K | Buy |
3,202
+40
| +1% | +$6.01K | 0.25% | 44 |
|
|
2019
Q1 | $458K | Buy |
3,162
+127
| +4% | +$18.4K | 0.25% | 51 |
|
|
2018
Q4 | $387K | Buy |
3,035
+206
| +7% | +$26.3K | 0.22% | 51 |
|
|
2018
Q3 | $423K | Sell |
2,829
-1
| -0% | -$150 | 0.21% | 59 |
|
|
2018
Q2 | $397K | Buy |
2,830
+25
| +0.9% | +$3.51K | 0.21% | 68 |
|
|
2018
Q1 | $381K | Sell |
2,805
-59,686
| -96% | -$8.11M | 0.22% | 61 |
|
|
2017
Q4 | $8.58M | Buy |
62,491
+341
| +0.5% | +$46.8K | 5.16% | 2 |
|
|
2017
Q3 | $8.05M | Sell |
62,150
-15,389
| -20% | -$1.99M | 5.24% | 2 |
|
|
2017
Q2 | $9.65M | Sell |
77,539
-23,788
| -23% | -$2.96M | 6.07% | 1 |
|
|
2017
Q1 | $12.3M | Sell |
101,327
-9,761
| -9% | -$1.18M | 7.8% | 1 |
|
|
2016
Q4 | $12.8M | Buy |
111,088
+111,012
| +146,068% | +$12.8M | 8.82% | 2 |
|
|
2016
Q3 | $8K | Buy |
76
+25
| +49% | +$2.63K | 0.01% | 173 |
|
|
2016
Q2 | $5K | Buy |
+51
| New | +$5K | 0.01% | 187 |
|
|
2015
Q3 | – | Sell |
-30,771
| Closed | -$3.29M | – | 289 |
|
|
2015
Q2 | $3.29M | Buy |
30,771
+6,949
| +29% | +$744K | 1.8% | 18 |
|
|
2015
Q1 | $2.56M | Buy |
+23,822
| New | +$2.56M | 1.49% | 22 |
|
|
2014
Q3 | – | Sell |
-10,455
| Closed | -$1.06M | – | 267 |
|
|
2014
Q2 | $1.06M | Buy |
10,455
+2,821
| +37% | +$287K | 0.62% | 47 |
|
|
2014
Q1 | $744K | Buy |
+7,634
| New | +$744K | 0.47% | 46 |
|