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 |
|