Fiduciary 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	$8.44M	Sell	27,760 -76	-0.3%	-$23.1K	1.53%	14
2025 Q1	$7.17M	Sell	27,836 -1,032	-4%	-$266K	1.56%	14
2024 Q4	$8.29M	Buy	28,868 +2,572	+10%	+$739K	1.8%	12
2024 Q3	$7.43M	Buy	26,296 +263	+1%	+$74.3K	1.71%	13
2024 Q2	$7.27M	Buy	+26,033	New	+$7.27M	1.75%	13