FA
Fiducient Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
38,020
+1,867
| +5% | +$569K | 1.42% | 20 |
|
|
2025
Q1 | $9.94M | Buy |
36,153
+8,096
| +29% | +$2.23M | 1.24% | 20 |
|
|
2024
Q4 | $8.13M | Sell |
28,057
-117,203
| -81% | -$34M | 1% | 23 |
|
|
2024
Q3 | $41.3M | Buy |
145,260
+19
| +0% | +$5.4K | 4.77% | 6 |
|
|
2024
Q2 | $39M | Buy |
145,241
+141,924
| +4,279% | +$38.1M | 5.38% | 6 |
|
|
2024
Q1 | $862K | Sell |
3,317
-11,828
| -78% | -$3.07M | 0.17% | 59 |
|
|
2023
Q4 | $3.59M | Buy |
15,145
+13,603
| +882% | +$3.23M | 0.67% | 22 |
|
|
2023
Q3 | $328K | Sell |
1,542
-601
| -28% | -$128K | 0.02% | 86 |
|
|
2023
Q2 | $472K | Sell |
2,143
-12,643
| -86% | -$2.79M | 0.14% | 38 |
|
|
2023
Q1 | $3.02M | Sell |
14,786
-1,150
| -7% | -$235K | 0.98% | 15 |
|
|
2022
Q4 | $3.05M | Buy |
15,936
+13,743
| +627% | +$2.63M | 0.9% | 14 |
|
|
2022
Q3 | $394K | Sell |
2,193
-1,564
| -42% | -$281K | 0.19% | 37 |
|
|
2022
Q2 | $709K | Sell |
3,757
-15,366
| -80% | -$2.9M | 0.27% | 34 |
|
|
2022
Q1 | $4.35M | Sell |
19,123
-16
| -0.1% | -$3.64K | 1.64% | 11 |
|
|
2021
Q4 | $4.62M | Sell |
19,139
-1,251
| -6% | -$302K | 1.4% | 12 |
|
|
2021
Q3 | $4.53M | Buy |
20,390
+3,534
| +21% | +$785K | 1.37% | 12 |
|
|
2021
Q2 | $3.76M | Buy |
16,856
+2,809
| +20% | +$626K | 1.16% | 13 |
|
|
2021
Q1 | $2.9M | Buy |
14,047
+314
| +2% | +$64.9K | 0.94% | 14 |
|
|
2020
Q4 | $2.67M | Buy |
13,733
+2,325
| +20% | +$453K | 0.99% | 13 |
|
|
2020
Q3 | $1.94M | Buy |
+11,408
| New | +$1.94M | 1.09% | 9 |
|