Berger Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Buy |
18,442
+4,550
| +33% | +$1.38M | 0.36% | 71 |
|
|
2025
Q1 | $3.82M | Buy |
13,892
+676
| +5% | +$186K | 0.27% | 96 |
|
|
2024
Q4 | $3.83M | Buy |
13,216
+9,452
| +251% | +$2.74M | 0.26% | 89 |
|
|
2024
Q3 | $1.07M | Sell |
3,764
-50
| -1% | -$14.2K | 0.08% | 159 |
|
|
2024
Q2 | $1.02M | Sell |
3,814
-516
| -12% | -$138K | 0.08% | 151 |
|
|
2024
Q1 | $1.13M | Buy |
+4,330
| New | +$1.13M | 0.09% | 141 |
|
|
2023
Q3 | – | Sell |
-924
| Closed | -$204K | – | 293 |
|
|
2023
Q2 | $204K | Sell |
924
-171
| -16% | -$37.7K | 0.02% | 279 |
|
|
2023
Q1 | $224K | Buy |
+1,095
| New | +$224K | 0.03% | 252 |
|