FSG
Financial Strategies Group’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 | $3.72M | Sell |
12,120
-39
| -0.3% | -$12K | 0.78% | 29 |
|
|
2025
Q1 | $3.21M | Buy |
12,159
+2,639
| +28% | +$696K | 0.76% | 30 |
|
|
2024
Q4 | $2.73M | Sell |
9,520
-50
| -0.5% | -$14.4K | 0.65% | 31 |
|
|
2024
Q3 | $2.76M | Buy |
9,570
+109
| +1% | +$31.4K | 0.65% | 31 |
|
|
2024
Q2 | $2.58M | Buy |
9,461
+960
| +11% | +$262K | 0.65% | 31 |
|
|
2024
Q1 | $2.19M | Sell |
8,501
-1,010
| -11% | -$260K | 0.59% | 32 |
|
|
2023
Q4 | $2.29M | Sell |
9,511
-1,832
| -16% | -$441K | 0.66% | 31 |
|
|
2023
Q3 | $2.45M | Buy |
11,343
+871
| +8% | +$188K | 0.77% | 30 |
|
|
2023
Q2 | $2.31M | Sell |
10,472
-325
| -3% | -$71.6K | 0.74% | 31 |
|
|
2023
Q1 | $2.2M | Buy |
10,797
+524
| +5% | +$107K | 0.85% | 21 |
|
|
2022
Q4 | $1.96M | Sell |
10,273
-329
| -3% | -$62.9K | 0.82% | 22 |
|
|
2022
Q3 | $1.9M | Sell |
10,602
-1,940
| -15% | -$348K | 0.86% | 20 |
|
|
2022
Q2 | $2.37M | Buy |
12,542
+8,597
| +218% | +$1.62M | 0.99% | 18 |
|
|
2022
Q1 | $898K | Buy |
3,945
+1,739
| +79% | +$396K | 0.36% | 32 |
|
|
2021
Q4 | $533K | Buy |
2,206
+929
| +73% | +$224K | 0.22% | 51 |
|
|
2021
Q3 | $284K | Sell |
1,277
-153
| -11% | -$34K | 0.13% | 65 |
|
|
2021
Q2 | $319K | Sell |
1,430
-44
| -3% | -$9.82K | 0.15% | 61 |
|
|
2021
Q1 | $305K | Sell |
1,474
-80
| -5% | -$16.6K | 0.16% | 54 |
|
|
2020
Q4 | $302K | Buy |
+1,554
| New | +$302K | 0.17% | 49 |
|