DAS
Diversify Advisory Services’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 | $8.16M | Sell |
25,811
-6,427
| -20% | -$2.03M | 0.31% | 54 |
|
|
2025
Q1 | $8.79M | Buy |
32,238
+3,856
| +14% | +$1.05M | 0.55% | 30 |
|
|
2024
Q4 | $8.15M | Buy |
28,382
+897
| +3% | +$258K | 0.45% | 30 |
|
|
2024
Q3 | $7.91M | Buy |
27,485
+6,205
| +29% | +$1.78M | 0.43% | 43 |
|
|
2024
Q2 | $5.8M | Sell |
21,280
-6,386
| -23% | -$1.74M | 0.32% | 59 |
|
|
2024
Q1 | $7.18M | Buy |
+27,666
| New | +$7.18M | 0.42% | 48 |
|