Comprehensive Financial Consultants Institutional’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 | $807K | Sell |
2,655
-2
| -0.1% | -$608 | 0.26% | 109 |
|
|
2025
Q1 | $730K | Sell |
2,657
-339
| -11% | -$93.2K | 0.26% | 107 |
|
|
2024
Q4 | $868K | Sell |
2,996
-243
| -8% | -$70.4K | 0.32% | 97 |
|
|
2024
Q3 | $917K | Sell |
3,239
-94
| -3% | -$26.6K | 0.33% | 95 |
|
|
2024
Q2 | $892K | Buy |
3,333
+18
| +0.5% | +$4.82K | 0.35% | 93 |
|
|
2024
Q1 | $862K | Buy |
3,315
+1,926
| +139% | +$501K | 0.36% | 91 |
|
|
2023
Q4 | $329K | Sell |
1,389
-59
| -4% | -$14K | 0.15% | 131 |
|
|
2023
Q3 | $308K | Buy |
1,448
+245
| +20% | +$52K | 0.16% | 128 |
|
|
2023
Q2 | $270K | Buy |
1,203
+163
| +16% | +$36.6K | 0.14% | 135 |
|
|
2023
Q1 | $212K | Buy |
+1,040
| New | +$212K | 0.12% | 154 |
|
|
2022
Q4 | – | Sell |
-1,997
| Closed | -$367K | – | 164 |
|
|
2022
Q3 | $367K | Sell |
1,997
-36
| -2% | -$6.62K | 0.24% | 114 |
|
|
2022
Q2 | $387K | Sell |
2,033
-18
| -0.9% | -$3.43K | 0.28% | 112 |
|
|
2022
Q1 | $422K | Sell |
2,051
-860
| -30% | -$177K | 0.29% | 107 |
|
|
2021
Q4 | $644K | Buy |
+2,911
| New | +$644K | 0.41% | 85 |
|