Empire Financial Management Company’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 | $2.49M | Buy |
8,189
+232
| +3% | +$70.5K | 0.72% | 39 |
|
2025
Q1 | $2.19M | Sell |
7,957
-555
| -7% | -$153K | 0.68% | 44 |
|
2024
Q4 | $2.47M | Sell |
8,512
-255
| -3% | -$73.9K | 0.77% | 37 |
|
2024
Q3 | $2.48M | Buy |
8,767
+255
| +3% | +$72.2K | 0.76% | 38 |
|
2024
Q2 | $2.28M | Sell |
8,512
-498
| -6% | -$133K | 0.75% | 39 |
|
2024
Q1 | $2.34M | Buy |
9,010
+99
| +1% | +$25.7K | 0.77% | 38 |
|
2023
Q4 | $2.11M | Hold |
8,911
| – | – | 0.83% | 37 |
|
2023
Q3 | $1.89M | Hold |
8,911
| – | – | 0.82% | 35 |
|
2023
Q2 | $1.96M | Sell |
8,911
-100
| -1% | -$22K | 0.78% | 39 |
|
2023
Q1 | $1.84M | Buy |
+9,011
| New | +$1.84M | 0.75% | 42 |
|