BFG
Barber Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.58M | Sell |
7,721
-549
| -7% | -$112K | 0.28% | 39 |
|
|
2022
Q4 | $1.58M | Sell |
8,270
-474
| -5% | -$90.6K | 0.44% | 35 |
|
|
2022
Q3 | $1.57M | Sell |
8,744
-113
| -1% | -$20.3K | 0.46% | 29 |
|
|
2022
Q2 | $1.67M | Sell |
8,857
-1,164
| -12% | -$220K | 0.27% | 28 |
|
|
2022
Q1 | $2.28M | Sell |
10,021
-5,091
| -34% | -$1.16M | 0.3% | 32 |
|
|
2021
Q4 | $3.65M | Sell |
15,112
-652
| -4% | -$157K | 0.44% | 36 |
|
|
2021
Q3 | $3.5M | Buy |
15,764
+2,335
| +17% | +$519K | 0.45% | 37 |
|
|
2021
Q2 | $2.99M | Buy |
13,429
+188
| +1% | +$41.9K | 0.41% | 37 |
|
|
2021
Q1 | $2.74M | Sell |
13,241
-118
| -0.9% | -$24.4K | 0.4% | 38 |
|
|
2020
Q4 | $2.6M | Sell |
13,359
-1,645
| -11% | -$320K | 0.47% | 36 |
|
|
2020
Q3 | $2.56M | Sell |
15,004
-644
| -4% | -$110K | 0.56% | 34 |
|
|
2020
Q2 | $2.45M | Sell |
15,648
-1,631
| -9% | -$255K | 0.59% | 34 |
|
|
2020
Q1 | $2.23M | Sell |
17,279
-1,198
| -6% | -$154K | 0.7% | 33 |
|
|
2019
Q4 | $3.02M | Sell |
18,477
-375
| -2% | -$61.4K | 0.61% | 43 |
|
|
2019
Q3 | $2.85M | Buy |
18,852
+911
| +5% | +$138K | 0.61% | 43 |
|
|
2019
Q2 | $2.69M | Sell |
17,941
-4,438
| -20% | -$666K | 0.63% | 37 |
|
|
2019
Q1 | $3.24M | Sell |
22,379
-470
| -2% | -$68K | 0.64% | 32 |
|
|
2018
Q4 | $2.92M | Sell |
22,849
-3,882
| -15% | -$495K | 0.63% | 34 |
|
|
2018
Q3 | $4M | Sell |
26,731
-3,250
| -11% | -$486K | 0.96% | 27 |
|
|
2018
Q2 | $4.21M | Sell |
29,981
-4,021
| -12% | -$565K | 1.22% | 25 |
|
|
2018
Q1 | $4.62M | Sell |
34,002
-253,257
| -88% | -$34.4M | 1.22% | 23 |
|
|
2017
Q4 | $39.4M | Buy |
287,259
+26,616
| +10% | +$3.65M | 10.02% | 1 |
|
|
2017
Q3 | $33.8M | Buy |
260,643
+14,986
| +6% | +$1.94M | 9.57% | 2 |
|
|
2017
Q2 | $30.6M | Buy |
245,657
+11,879
| +5% | +$1.48M | 9.94% | 2 |
|
|
2017
Q1 | $28.4M | Buy |
233,778
+25,723
| +12% | +$3.12M | 9.7% | 2 |
|
|
2016
Q4 | $24M | Buy |
+208,055
| New | +$24M | 8.67% | 2 |
|