BFA
Beaumont Financial Advisors’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 | $3.53M | Sell |
11,630
-225
| -2% | -$68.4K | 0.26% | 62 |
|
|
2025
Q1 | $3.26M | Buy |
11,855
+230
| +2% | +$63.2K | 0.26% | 67 |
|
|
2024
Q4 | $3.37M | Buy |
11,625
+858
| +8% | +$249K | 0.25% | 64 |
|
|
2024
Q3 | $3.05M | Buy |
10,767
+1,305
| +14% | +$370K | 0.24% | 65 |
|
|
2024
Q2 | $2.53M | Sell |
9,462
-433
| -4% | -$116K | 0.2% | 75 |
|
|
2024
Q1 | $2.57M | Sell |
9,895
-170
| -2% | -$44.2K | 0.21% | 68 |
|
|
2023
Q4 | $2.39M | Sell |
10,065
-8
| -0.1% | -$1.9K | 0.22% | 69 |
|
|
2023
Q3 | $2.14M | Sell |
10,073
-6
| -0.1% | -$1.27K | 0.21% | 70 |
|
|
2023
Q2 | $2.22M | Buy |
10,079
+6
| +0.1% | +$1.32K | 0.21% | 74 |
|
|
2023
Q1 | $2.06M | Buy |
10,073
+4,346
| +76% | +$887K | 0.21% | 67 |
|
|
2022
Q4 | $1.09M | Buy |
5,727
+6
| +0.1% | +$1.15K | 0.11% | 112 |
|
|
2022
Q3 | $1.03M | Buy |
5,721
+7
| +0.1% | +$1.26K | 0.1% | 113 |
|
|
2022
Q2 | $1.08M | Sell |
5,714
-49,300
| -90% | -$9.3M | 0.1% | 116 |
|
|
2022
Q1 | $12.5M | Buy |
55,014
+50,574
| +1,139% | +$11.5M | 0.95% | 30 |
|
|
2021
Q4 | $1.07M | Buy |
4,440
+283
| +7% | +$68.3K | 0.08% | 136 |
|
|
2021
Q3 | $923K | Hold |
4,157
| – | – | 0.07% | 146 |
|
|
2021
Q2 | $926K | Hold |
4,157
| – | – | 0.07% | 151 |
|
|
2021
Q1 | $859K | Sell |
4,157
-245
| -6% | -$50.6K | 0.07% | 155 |
|
|
2020
Q4 | $857K | Sell |
4,402
-1,326
| -23% | -$258K | 0.08% | 150 |
|
|
2020
Q3 | $976K | Sell |
5,728
-173
| -3% | -$29.5K | 0.09% | 146 |
|
|
2020
Q2 | $924K | Buy |
5,901
+1,009
| +21% | +$158K | 0.1% | 143 |
|
|
2020
Q1 | $631K | Hold |
4,892
| – | – | 0.08% | 127 |
|
|
2019
Q4 | $800K | Hold |
4,892
| – | – | 0.08% | 142 |
|
|
2019
Q3 | $739K | Sell |
4,892
-19
| -0.4% | -$2.87K | 0.07% | 146 |
|
|
2019
Q2 | $737K | Sell |
4,911
-267
| -5% | -$40.1K | 0.08% | 134 |
|
|
2019
Q1 | $749K | Hold |
5,178
| – | – | 0.08% | 132 |
|
|
2018
Q4 | $661K | Sell |
5,178
-175
| -3% | -$22.3K | 0.11% | 106 |
|
|
2018
Q3 | $801K | Hold |
5,353
| – | – | 0.08% | 112 |
|
|
2018
Q2 | $752K | Buy |
+5,353
| New | +$752K | 0.08% | 101 |
|