Financial Connections 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 | $2M | Buy |
6,567
+827
| +14% | +$251K | 0.82% | 24 |
|
2025
Q1 | $1.58M | Buy |
5,740
+2
| +0% | +$549 | 0.71% | 30 |
|
2024
Q4 | $1.66M | Sell |
5,738
-31
| -0.5% | -$8.98K | 0.8% | 27 |
|
2024
Q3 | $1.63M | Buy |
5,769
+96
| +2% | +$27.2K | 0.8% | 26 |
|
2024
Q2 | $1.52M | Buy |
+5,673
| New | +$1.52M | 0.79% | 26 |
|
2024
Q1 | – | Sell |
-5,303
| Closed | -$1.26M | – | 271 |
|
2023
Q4 | $1.26M | Buy |
+5,303
| New | +$1.26M | 0.81% | 25 |
|
2023
Q3 | – | Sell |
-5,988
| Closed | -$1.32M | – | 239 |
|
2023
Q2 | $1.32M | Buy |
5,988
+156
| +3% | +$34.4K | 0.86% | 28 |
|
2023
Q1 | $1.19M | Sell |
5,832
-149
| -2% | -$30.4K | 0.85% | 30 |
|
2022
Q4 | $1.14M | Sell |
5,981
-566
| -9% | -$108K | 0.9% | 28 |
|
2022
Q3 | $1.18M | Buy |
6,547
+205
| +3% | +$36.8K | 0.99% | 27 |
|
2022
Q2 | $1.2M | Sell |
6,342
-1,245
| -16% | -$235K | 1.05% | 25 |
|
2022
Q1 | $1.73M | Buy |
7,587
+184
| +2% | +$41.9K | 1.74% | 17 |
|
2021
Q4 | $1.79M | Buy |
+7,403
| New | +$1.79M | 1.76% | 15 |
|