BFIM
Beese Fulmer Investment Management’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 | $1.96M | Buy |
6,463
+168
| +3% | +$51.1K | 0.15% | 104 |
|
|
2025
Q1 | $1.73M | Sell |
6,295
-115
| -2% | -$31.6K | 0.15% | 96 |
|
|
2024
Q4 | $1.86M | Hold |
6,410
| – | – | 0.16% | 89 |
|
|
2024
Q3 | $1.81M | Buy |
6,410
+79
| +1% | +$22.4K | 0.16% | 90 |
|
|
2024
Q2 | $1.69M | Hold |
6,331
| – | – | 0.15% | 93 |
|
|
2024
Q1 | $1.65M | Sell |
6,331
-53
| -0.8% | -$13.8K | 0.15% | 95 |
|
|
2023
Q4 | $1.51M | Buy |
6,384
+74
| +1% | +$17.6K | 0.16% | 97 |
|
|
2023
Q3 | $1.34M | Buy |
6,310
+20
| +0.3% | +$4.25K | 0.15% | 100 |
|
|
2023
Q2 | $1.39M | Buy |
6,290
+50
| +0.8% | +$11K | 0.15% | 104 |
|
|
2023
Q1 | $1.27M | Buy |
6,240
+16
| +0.3% | +$3.27K | 0.15% | 106 |
|
|
2022
Q4 | $1.19M | Sell |
6,224
-1,451
| -19% | -$277K | 0.14% | 112 |
|
|
2022
Q3 | $1.38M | Buy |
7,675
+2,448
| +47% | +$439K | 0.19% | 101 |
|
|
2022
Q2 | $986K | Buy |
5,227
+449
| +9% | +$84.7K | 0.13% | 115 |
|
|
2022
Q1 | $1.09M | Sell |
4,778
-482
| -9% | -$110K | 0.12% | 118 |
|
|
2021
Q4 | $1.27M | Sell |
5,260
-3,620
| -41% | -$874K | 0.13% | 113 |
|
|
2021
Q3 | $1.97M | Buy |
8,880
+3,421
| +63% | +$760K | 0.22% | 90 |
|
|
2021
Q2 | $1.22M | Sell |
5,459
-356
| -6% | -$79.3K | 0.14% | 113 |
|
|
2021
Q1 | $1.2M | Buy |
5,815
+239
| +4% | +$49.4K | 0.14% | 113 |
|
|
2020
Q4 | $1.09M | Hold |
5,576
| – | – | 0.14% | 110 |
|
|
2020
Q3 | $950K | Buy |
5,576
+15
| +0.3% | +$2.56K | 0.13% | 109 |
|
|
2020
Q2 | $870K | Sell |
5,561
-100
| -2% | -$15.6K | 0.13% | 110 |
|
|
2020
Q1 | $730K | Buy |
5,661
+3,090
| +120% | +$398K | 0.13% | 113 |
|
|
2019
Q4 | $421K | Sell |
2,571
-135
| -5% | -$22.1K | 0.06% | 145 |
|
|
2019
Q3 | $409K | Buy |
2,706
+1,200
| +80% | +$181K | 0.06% | 143 |
|
|
2019
Q2 | $226K | Hold |
1,506
| – | – | 0.04% | 159 |
|
|
2019
Q1 | $218K | Buy |
+1,506
| New | +$218K | 0.04% | 160 |
|
|
2015
Q1 | – | Sell |
-2,300
| Closed | -$244K | – | 148 |
|
|
2014
Q4 | $244K | Sell |
2,300
-1,000
| -30% | -$106K | 0.08% | 134 |
|
|
2014
Q3 | $334K | Hold |
3,300
| – | – | 0.11% | 121 |
|
|
2014
Q2 | $336K | Hold |
3,300
| – | – | 0.11% | 122 |
|
|
2014
Q1 | $322K | Hold |
3,300
| – | – | 0.11% | 119 |
|
|
2013
Q4 | $317K | Buy |
+3,300
| New | +$317K | 0.11% | 115 |
|