Fiduciary Alliance’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 | $3.93M | Buy |
12,919
+4,472
| +53% | +$1.36M | 0.29% | 82 |
|
|
2025
Q1 | $2.32M | Sell |
8,447
-163
| -2% | -$44.8K | 0.23% | 101 |
|
|
2024
Q4 | $2.5M | Buy |
8,610
+275
| +3% | +$79.7K | 0.25% | 90 |
|
|
2024
Q3 | $2.36M | Buy |
8,335
+6,317
| +313% | +$1.79M | 0.31% | 80 |
|
|
2024
Q2 | $544K | Sell |
2,018
-157
| -7% | -$42.3K | 0.09% | 125 |
|
|
2024
Q1 | $565K | Sell |
2,175
-196
| -8% | -$50.9K | 0.1% | 115 |
|
|
2023
Q4 | $562K | Sell |
2,371
-564
| -19% | -$134K | 0.11% | 105 |
|
|
2023
Q3 | $623K | Sell |
2,935
-38
| -1% | -$8.07K | 0.14% | 92 |
|
|
2023
Q2 | $655K | Sell |
2,973
-160
| -5% | -$35.2K | 0.14% | 85 |
|
|
2023
Q1 | $639K | Buy |
3,133
+1,359
| +77% | +$277K | 0.16% | 78 |
|
|
2022
Q4 | $339K | Buy |
+1,774
| New | +$339K | 0.09% | 107 |
|