American Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

American Financial Advisors’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.19M	Sell	16,738 -144	-0.9%	-$51.5K	0.75%	28
2026 Q1	$5.42M	Buy	16,882 +146	+0.9%	+$49K	0.72%	26
2025 Q4	$5.61M	Sell	16,736 -126	-0.7%	-$41.9K	0.72%	27
2025 Q3	$5.53M	Sell	16,862 -614	-4%	-$194K	0.71%	27
2025 Q2	$5.31M	Buy	17,476 +2,647	+18%	+$744K	0.74%	27
2025 Q1	$4.08M	Sell	14,829 -181	-1%	-$52.6K	0.59%	29
2024 Q4	$4.35M	Sell	15,010 -811	-5%	-$237K	0.61%	29
2024 Q3	$4.48M	Sell	15,821 -1,497	-9%	-$408K	0.61%	30
2024 Q2	$4.63M	Sell	17,318 -154	-0.9%	-$39.9K	0.66%	30
2024 Q1	$4.54M	Buy	17,472 +11	+0.1%	+$2.72K	0.64%	30
2023 Q4	$4.14M	Buy	17,461 +171	+1%	+$37.8K	0.61%	30
2023 Q3	$3.67M	Buy	17,290 +154	+0.9%	+$34.1K	0.58%	30
2023 Q2	$3.77M	Sell	17,136 -381	-2%	-$79.5K	0.59%	32
2023 Q1	$3.58M	Buy	17,517 +786	+5%	+$157K	0.58%	31
2022 Q4	$3.2M	Sell	16,731 -484	-3%	-$93.3K	0.54%	31
2022 Q3	$3.09M	Sell	17,215 -623	-3%	-$124K	0.53%	32
2022 Q2	$3.37M	Buy	17,838 +641	+4%	+$132K	0.89%	20
2022 Q1	$3.92M	Buy	17,197 +2,179	+15%	+$490K	0.54%	32
2021 Q4	$3.63M	Buy	15,018 +1,188	+9%	+$280K	0.46%	30
2021 Q3	$3.07M	Buy	13,830 +1,418	+11%	+$323K	0.41%	35
2021 Q2	$2.77M	Buy	12,412 +864	+7%	+$188K	0.38%	37
2021 Q1	$2.39M	Buy	11,548 +623	+6%	+$126K	0.35%	41
2020 Q4	$2.13M	Sell	10,925 -257	-2%	-$47K	0.3%	43
2020 Q3	$1.9M	Sell	11,182 -126	-1%	-$21.2K	0.31%	41
2020 Q2	$1.84M	Sell	11,308 -52	-0.5%	-$7.67K	0.29%	42
2020 Q1	$1.64M	Sell	11,360 -503	-4%	-$77.8K	0.29%	43
2019 Q4	$1.78M	Buy	11,863 +233	+2%	+$36.5K	0.31%	39
2019 Q3	$1.76M	Sell	11,630 -28	-0.2%	-$4.22K	0.33%	37
2019 Q2	$1.75M	Sell	11,658 -639	-5%	-$94.1K	0.34%	39
2019 Q1	$1.78M	Sell	12,297 -43	-0.3%	-$6K	0.36%	38
2018 Q4	$1.57M	Buy	+12,340	New	+$1.7M	0.35%	38

Other funds holding VTI

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return