Ethos Financial Group’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 | $614K | Buy |
2,014
+655
| +48% | +$200K | 0.05% | 237 |
|
|
2025
Q1 | $386K | Sell |
1,359
-175
| -11% | -$49.7K | 0.04% | 284 |
|
|
2024
Q4 | $445K | Buy |
1,534
+429
| +39% | +$124K | 0.06% | 172 |
|
|
2024
Q3 | $314K | Buy |
1,105
+276
| +33% | +$78.4K | 0.05% | 194 |
|
|
2024
Q2 | $223K | Buy |
829
+6
| +0.7% | +$1.61K | 0.04% | 244 |
|
|
2024
Q1 | $239K | Buy |
+823
| New | +$239K | 0.05% | 234 |
|
|
2023
Q3 | – | Sell |
-5,354
| Closed | -$1.09M | – | 197 |
|
|
2023
Q2 | $1.09M | Hold |
5,354
| – | – | 0.37% | 45 |
|
|
2023
Q1 | $1.09M | Buy |
5,354
+771
| +17% | +$157K | 0.34% | 48 |
|
|
2022
Q4 | $876K | Buy |
+4,583
| New | +$876K | 0.3% | 52 |
|