CFIA
Cantor Fitzgerald Investment 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 | $4.21M | Buy |
13,855
+951
| +7% | +$289K | 0.3% | 84 |
|
|
2025
Q1 | $3.55M | Sell |
12,904
-2,557
| -17% | -$703K | 0.26% | 85 |
|
|
2024
Q4 | $4.48M | Sell |
15,461
-3,624
| -19% | -$1.05M | 0.31% | 79 |
|
|
2024
Q3 | $5.4M | Buy |
19,085
+9,932
| +109% | +$2.81M | 0.37% | 75 |
|
|
2024
Q2 | $2.45M | Sell |
9,153
-748
| -8% | -$200K | 0.19% | 94 |
|
|
2024
Q1 | $2.57M | Sell |
9,901
-322
| -3% | -$83.7K | 0.19% | 92 |
|
|
2023
Q4 | $2.43M | Buy |
+10,223
| New | +$2.43M | 0.19% | 89 |
|
|
2022
Q1 | $4.66M | Sell |
20,453
-636
| -3% | -$145K | 0.21% | 87 |
|
|
2021
Q4 | $5.09M | Sell |
21,089
-323
| -2% | -$78K | 0.31% | 79 |
|
|
2021
Q3 | $4.76M | Sell |
21,412
-2,151
| -9% | -$478K | 0.35% | 78 |
|
|
2021
Q2 | $5.25M | Sell |
23,563
-592
| -2% | -$132K | 0.39% | 71 |
|
|
2021
Q1 | $4.7M | Hold |
24,155
| – | – | 0.67% | 24 |
|
|
2020
Q4 | $4.7M | Buy |
24,155
+682
| +3% | +$133K | 0.67% | 24 |
|
|
2020
Q3 | $3.68M | Sell |
23,473
-48
| -0.2% | -$7.52K | 0.6% | 25 |
|
|
2020
Q2 | $3.68M | Buy |
23,521
+3,617
| +18% | +$566K | 0.6% | 25 |
|
|
2020
Q1 | $2.57M | Buy |
19,904
+884
| +5% | +$114K | 0.47% | 25 |
|
|
2019
Q4 | $3.11M | Buy |
19,020
+769
| +4% | +$126K | 0.49% | 22 |
|
|
2019
Q3 | $2.76M | Buy |
18,251
+1,557
| +9% | +$235K | 0.45% | 22 |
|
|
2019
Q2 | $2.51M | Sell |
16,694
-718
| -4% | -$108K | 0.39% | 23 |
|
|
2019
Q1 | $2.52M | Buy |
17,412
+1,314
| +8% | +$190K | 0.4% | 23 |
|
|
2018
Q4 | $2.06M | Sell |
16,098
-3,570
| -18% | -$456K | 0.34% | 25 |
|
|
2018
Q3 | $2.94M | Sell |
19,668
-409
| -2% | -$61.2K | 0.37% | 20 |
|
|
2018
Q2 | $2.82M | Buy |
20,077
+239
| +1% | +$33.6K | 0.34% | 19 |
|
|
2018
Q1 | $2.69M | Sell |
19,838
-87
| -0.4% | -$11.8K | 0.32% | 19 |
|
|
2017
Q4 | $2.74M | Sell |
19,925
-4,312
| -18% | -$592K | 0.33% | 23 |
|
|
2017
Q3 | $3.14M | Buy |
24,237
+925
| +4% | +$120K | 0.38% | 23 |
|
|
2017
Q2 | $2.9M | Buy |
+23,312
| New | +$2.9M | 0.36% | 26 |
|