American Financial & Tax Strategies’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
Q1 | – | Sell |
-960
| Closed | -$278K | – | 92 |
|
|
2024
Q4 | $278K | Hold |
960
| – | – | 0.14% | 83 |
|
|
2024
Q3 | $272K | Hold |
960
| – | – | 0.14% | 87 |
|
|
2024
Q2 | $257K | Sell |
960
-84
| -8% | -$22.5K | 0.14% | 88 |
|
|
2024
Q1 | $271K | Hold |
1,044
| – | – | 0.15% | 84 |
|
|
2023
Q4 | $248K | Buy |
+1,044
| New | +$248K | 0.14% | 85 |
|