FWM
FFT Wealth Management’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 | $8.72M | Sell |
28,026
-1,195
| -4% | -$372K | 1.71% | 12 |
|
|
2025
Q1 | $8.03M | Sell |
29,221
-7,274
| -20% | -$2M | 1.68% | 14 |
|
|
2024
Q4 | $10.6M | Buy |
36,495
+1,055
| +3% | +$306K | 0.8% | 14 |
|
|
2024
Q3 | $10M | Sell |
35,440
-7,779
| -18% | -$2.2M | 0.76% | 16 |
|
|
2024
Q2 | $11.6M | Sell |
43,219
-2,010
| -4% | -$538K | 1.02% | 12 |
|
|
2024
Q1 | $11.8M | Sell |
45,229
-230,184
| -84% | -$59.8M | 1.01% | 12 |
|
|
2023
Q4 | $65.3M | Buy |
275,413
+11,501
| +4% | +$2.73M | 5.66% | 8 |
|
|
2023
Q3 | $56.1M | Buy |
263,912
+916
| +0.3% | +$195K | 7.22% | 6 |
|
|
2023
Q2 | $57.9M | Sell |
262,996
-3,526
| -1% | -$777K | 7.2% | 6 |
|
|
2023
Q1 | $54.4M | Buy |
266,522
+22,068
| +9% | +$4.5M | 6.75% | 6 |
|
|
2022
Q4 | $46.7M | Buy |
244,454
+1,065
| +0.4% | +$204K | 6% | 6 |
|
|
2022
Q3 | $43.7M | Buy |
243,389
+846
| +0.3% | +$152K | 6.1% | 6 |
|
|
2022
Q2 | $45.7M | Sell |
242,543
-1,795
| -0.7% | -$339K | 5.1% | 7 |
|
|
2022
Q1 | $55.6M | Buy |
244,338
+8,658
| +4% | +$1.97M | 5.32% | 7 |
|
|
2021
Q4 | $56.9M | Buy |
235,680
+9,569
| +4% | +$2.31M | 5.1% | 7 |
|
|
2021
Q3 | $50.2M | Buy |
226,111
+221,703
| +5,030% | +$49.2M | 4.74% | 7 |
|
|
2021
Q2 | $982K | Hold |
4,408
| – | – | 0.22% | 19 |
|
|
2021
Q1 | $911K | Hold |
4,408
| – | – | 0.3% | 19 |
|
|
2020
Q4 | $858K | Buy |
4,408
+2,656
| +152% | +$517K | 0.3% | 19 |
|
|
2020
Q3 | $298K | Hold |
1,752
| – | – | 0.13% | 24 |
|
|
2020
Q2 | $274K | Buy |
+1,752
| New | +$274K | 0.08% | 26 |
|