BFS
Bare Financial Services’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 | $3.28M | Sell |
10,783
-171
| -2% | -$52K | 1.11% | 20 |
|
2025
Q1 | $3.01M | Hold |
10,954
| – | – | 1.16% | 20 |
|
2024
Q4 | $3.17M | Sell |
10,954
-610
| -5% | -$177K | 1.28% | 20 |
|
2024
Q3 | $3.27M | Buy |
11,564
+60
| +0.5% | +$17K | 1.34% | 19 |
|
2024
Q2 | $3.14M | Sell |
11,504
-445
| -4% | -$121K | 1.65% | 20 |
|
2024
Q1 | $2.97M | Sell |
11,949
-566
| -5% | -$141K | 2.85% | 13 |
|
2023
Q4 | $2.97M | Buy |
+12,515
| New | +$2.97M | 5.98% | 7 |
|