AFG Fiduciary Services’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Sell |
2,698
-2
| -0.1% | -$608 | 0.52% | 42 |
|
|
2025
Q1 | $725K | Buy |
2,700
+83
| +3% | +$22.3K | 0.53% | 39 |
|
|
2024
Q4 | $769K | Sell |
2,617
-120
| -4% | -$35.2K | 0.54% | 35 |
|
|
2024
Q3 | $783K | Sell |
2,737
-12
| -0.4% | -$3.43K | 0.53% | 36 |
|
|
2024
Q2 | $753K | Sell |
2,749
-31
| -1% | -$8.49K | 0.53% | 37 |
|
|
2024
Q1 | $717K | Sell |
2,780
-60
| -2% | -$15.5K | 0.53% | 38 |
|
|
2023
Q4 | $672K | Hold |
2,840
| – | – | 0.55% | 37 |
|
|
2023
Q3 | $606K | Hold |
2,840
| – | – | 0.54% | 36 |
|
|
2023
Q2 | $636K | Hold |
2,840
| – | – | 0.48% | 41 |
|
|
2023
Q1 | $580K | Buy |
2,840
+3
| +0.1% | +$612 | 0.54% | 36 |
|
|
2022
Q4 | $542K | Sell |
2,837
-84
| -3% | -$16.1K | 0.51% | 36 |
|
|
2022
Q3 | $524K | Hold |
2,921
| – | – | 0.49% | 39 |
|
|
2022
Q2 | $551K | Sell |
2,921
-141
| -5% | -$26.6K | 0.48% | 47 |
|
|
2022
Q1 | $697K | Sell |
3,062
-563
| -16% | -$128K | 0.49% | 44 |
|
|
2021
Q4 | $875K | Buy |
+3,625
| New | +$875K | 0.61% | 31 |
|