ALM First Financial Advisors’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 | $3.4M | Hold |
14,000
| – | – | 0.74% | 17 |
|
2025
Q1 | $3.07M | Hold |
14,000
| – | – | 0.7% | 17 |
|
2024
Q4 | $3.24M | Hold |
14,000
| – | – | 0.77% | 17 |
|
2024
Q3 | $3.17M | Hold |
14,000
| – | – | 0.78% | 17 |
|
2024
Q2 | $2.99M | Hold |
14,000
| – | – | 0.86% | 15 |
|
2024
Q1 | $3.64M | Hold |
14,000
| – | – | 1.01% | 16 |
|
2023
Q4 | $3.32M | Hold |
14,000
| – | – | 0.97% | 16 |
|
2023
Q3 | $2.97M | Buy |
14,000
+52
| +0.4% | +$11K | 0.89% | 17 |
|
2023
Q2 | $3.07M | Buy |
+13,948
| New | +$3.07M | 0.9% | 16 |
|