Berger Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Berger Financial Group’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.98M	Sell
2025 Q2	$5.6M	Buy
2025 Q1	$3.82M	Buy
2024 Q4	$3.83M	Buy
2024 Q3	$1.07M	Sell
2024 Q2	$1.02M	Sell
2024 Q1	$1.13M	Buy
2023 Q3	–	Sell
2023 Q2	$204K	Sell
2023 Q1	$224K	Buy