Catalyst Financial Partners’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 | $3.26M | Buy |
10,740
+1,293
| +14% | +$393K | 0.36% | 31 |
|
|
2025
Q1 | $2.6M | Sell |
9,447
-511
| -5% | -$140K | 0.48% | 31 |
|
|
2024
Q4 | $2.89M | Buy |
9,958
+845
| +9% | +$245K | 0.54% | 29 |
|
|
2024
Q3 | $2.58M | Buy |
9,113
+85
| +0.9% | +$24.1K | 0.5% | 30 |
|
|
2024
Q2 | $2.42M | Buy |
9,028
+7,008
| +347% | +$1.87M | 0.53% | 28 |
|
|
2024
Q1 | $500K | Buy |
+2,020
| New | +$500K | 0.13% | 107 |
|