EFG
Embree Financial 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 | $3.96M | Sell |
13,038
-165
| -1% | -$50.1K | 0.6% | 36 |
|
|
2025
Q1 | $3.63M | Sell |
13,203
-221
| -2% | -$60.7K | 0.61% | 35 |
|
|
2024
Q4 | $3.89M | Buy |
13,424
+43
| +0.3% | +$12.5K | 0.66% | 31 |
|
|
2024
Q3 | $3.79M | Buy |
13,381
+34
| +0.3% | +$9.63K | 0.67% | 30 |
|
|
2024
Q2 | $3.57M | Buy |
13,347
+59
| +0.4% | +$15.8K | 0.69% | 29 |
|
|
2024
Q1 | $3.45M | Sell |
13,288
-245
| -2% | -$63.7K | 0.68% | 33 |
|
|
2023
Q4 | $3.21M | Buy |
+13,533
| New | +$3.21M | 0.68% | 32 |
|