CFS
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CGC Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

CGC Financial Services’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 		– Sell
-366
Closed -$111K – 350
2025
Q2 		$111K Hold
366
– – 0.04% 83
2025
Q1 		$100K Buy
366
+2
+0.5% +$581 0.04% 77
2024
Q4 		$106K Buy
364
+2
+0.6% +$584 0.04% 76
2024
Q3 		$103K Buy
362
+1
+0.3% +$273 0.04% 73
2024
Q2 		$96.5K Hold
361
– – 0.04% 72
2024
Q1 		$93.8K Buy
361
+1
+0.3% +$247 0.05% 74
2023
Q4 		$85.3K Buy
360
+2
+0.6% +$442 0.04% 82
2023
Q3 		$76K Hold
358
– – 0.05% 71
2023
Q2 		$78.9K Buy
+358
New +$74.7K 0.05% 75

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WI
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AF
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