AFA
AllGen 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 | $78.9M | Buy |
259,640
+91,569
| +54% | +$27.8M | 21.2% | 1 |
|
|
2025
Q1 | $46.2M | Buy |
168,071
+64,801
| +63% | +$17.8M | 13.67% | 2 |
|
|
2024
Q4 | $29.9M | Buy |
103,270
+21,886
| +27% | +$6.34M | 10.05% | 3 |
|
|
2024
Q3 | $23M | Buy |
81,384
+69,537
| +587% | +$19.7M | 7.48% | 3 |
|
|
2024
Q2 | $3.17M | Buy |
+11,847
| New | +$3.17M | 1.2% | 20 |
|