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