Fiduciary Family Office’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 | $462K | Sell |
1,520
-540
| -26% | -$164K | 0.15% | 125 |
|
|
2025
Q1 | $566K | Buy |
+2,060
| New | +$566K | 0.19% | 110 |
|
|
2024
Q4 | – | Sell |
-1,995
| Closed | -$565K | – | 236 |
|
|
2024
Q3 | $565K | Sell |
1,995
-621
| -24% | -$176K | 0.19% | 117 |
|
|
2024
Q2 | $700K | Hold |
2,616
| – | – | 0.28% | 94 |
|
|
2024
Q1 | $680K | Hold |
2,616
| – | – | 0.27% | 105 |
|
|
2023
Q4 | $621K | Buy |
+2,616
| New | +$621K | 0.27% | 91 |
|