Fi3 Financial Advisors’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 | $7.8M | Buy |
25,579
+6,800
| +36% | +$2.07M | 2.81% | 9 |
|
|
2025
Q1 | $5.16M | Sell |
18,779
-97
| -0.5% | -$26.7K | 2.1% | 10 |
|
|
2024
Q4 | $5.47M | Sell |
18,876
-1,929
| -9% | -$559K | 2.05% | 10 |
|
|
2024
Q3 | $5.89M | Buy |
20,805
+1,025
| +5% | +$290K | 2.34% | 10 |
|
|
2024
Q2 | $5.29M | Buy |
19,780
+539
| +3% | +$144K | 2.33% | 10 |
|
|
2024
Q1 | $4.88M | Buy |
19,241
+989
| +5% | +$251K | 2.24% | 11 |
|
|
2023
Q4 | $4.33M | Buy |
18,252
+4,579
| +33% | +$1.09M | 2.06% | 11 |
|
|
2023
Q3 | $2.9M | Sell |
13,673
-1,592
| -10% | -$338K | 1.56% | 12 |
|
|
2023
Q2 | $3.36M | Buy |
15,265
+2,491
| +20% | +$549K | 1.76% | 12 |
|
|
2023
Q1 | $2.61M | Buy |
12,774
+199
| +2% | +$40.6K | 1.39% | 15 |
|
|
2022
Q4 | $2.4M | Sell |
12,575
-890
| -7% | -$170K | 1.38% | 16 |
|
|
2022
Q3 | $2.42M | Buy |
13,465
+1,585
| +13% | +$285K | 2.2% | 10 |
|
|
2022
Q2 | $2.25M | Sell |
11,880
-122
| -1% | -$23.1K | 1.86% | 13 |
|
|
2022
Q1 | $2.73M | Sell |
12,002
-4,551
| -27% | -$1.04M | 2.12% | 10 |
|
|
2021
Q4 | $4M | Buy |
16,553
+3,965
| +31% | +$957K | 2.62% | 11 |
|
|
2021
Q3 | $2.8M | Sell |
12,588
-392
| -3% | -$87K | 1.85% | 13 |
|
|
2021
Q2 | $2.96M | Buy |
12,980
+2,559
| +25% | +$583K | 2.03% | 13 |
|
|
2021
Q1 | $2.15M | Buy |
+10,421
| New | +$2.15M | 1.85% | 12 |
|