Fiduciary Wealth Partners’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 | $274K | Sell |
900
-716
| -44% | -$218K | 0.26% | 43 |
|
|
2025
Q1 | $444K | Buy |
+1,616
| New | +$444K | 0.38% | 19 |
|
|
2017
Q3 | $335K | Buy |
2,587
+9
| +0.3% | +$1.17K | 0.45% | 7 |
|
|
2017
Q2 | $321K | Buy |
2,578
+6
| +0.2% | +$747 | 0.39% | 9 |
|
|
2017
Q1 | $312K | Buy |
2,572
+10
| +0.4% | +$1.21K | 0.32% | 10 |
|
|
2016
Q4 | $299K | Sell |
2,562
-81
| -3% | -$9.45K | 0.3% | 11 |
|
|
2016
Q3 | $294K | Buy |
2,643
+10
| +0.4% | +$1.11K | 0.29% | 13 |
|
|
2016
Q2 | $282K | Buy |
2,633
+2
| +0.1% | +$214 | 0.3% | 12 |
|
|
2016
Q1 | $276K | Sell |
2,631
-9,753
| -79% | -$1.02M | 0.29% | 11 |
|
|
2015
Q4 | $309K | Buy |
+12,384
| New | +$309K | 0.27% | 10 |
|