CG
Cynosure Group’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 | $4.14M | Sell |
13,611
-760
| -5% | -$231K | 0.47% | 29 |
|
|
2025
Q1 | $3.95M | Hold |
14,371
| – | – | 0.54% | 26 |
|
|
2024
Q4 | $4.16M | Sell |
14,371
-8,377
| -37% | -$2.43M | 0.62% | 28 |
|
|
2024
Q3 | $6.07M | Buy |
22,748
+8,077
| +55% | +$2.16M | 0.88% | 21 |
|
|
2024
Q2 | $3.92M | Buy |
14,671
+403
| +3% | +$108K | 0.63% | 28 |
|
|
2024
Q1 | $3.71M | Buy |
14,268
+11,932
| +511% | +$3.1M | 0.67% | 22 |
|
|
2023
Q4 | $553K | Sell |
2,336
-395
| -14% | -$93.6K | 0.1% | 117 |
|
|
2023
Q3 | $580K | Buy |
+2,731
| New | +$580K | 0.18% | 106 |
|