Allegheny Financial Group’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
$1.98M Buy
6,501
+457
+8% +$139K 0.44% 44
2025
Q1
$1.66M Sell
6,044
-29
-0.5% -$7.97K 0.43% 45
2024
Q4
$1.76M Buy
6,073
+58
+1% +$16.8K 0.45% 45
2024
Q3
$1.7M Sell
6,015
-41
-0.7% -$11.6K 0.42% 42
2024
Q2
$1.62M Buy
6,056
+4,803
+383% +$1.28M 0.46% 38
2024
Q1
$326K Sell
1,253
-49
-4% -$12.7K 0.1% 160
2023
Q4
$309K Buy
1,302
+46
+4% +$10.9K 0.1% 158
2023
Q3
$267K Buy
+1,256
New +$267K 0.1% 154
2023
Q2
Sell
-1,134
Closed -$231K 163
2023
Q1
$231K Buy
+1,134
New +$231K 0.09% 147