Coordinated Financial Services’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
$4.04M Buy
13,277
+451
+4% +$137K 2.79% 3
2025
Q1
$3.53M Buy
12,826
+47
+0.4% +$12.9K 2.7% 3
2024
Q4
$3.7M Buy
+12,779
New +$3.7M 2.89% 3
2024
Q2
$3.52M Sell
13,167
-1,094
-8% -$293K 3.02% 3
2024
Q1
$3.71M Buy
+14,261
New +$3.71M 3.24% 3