First Citizens Financial Corp’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 | $3.99M | Buy |
13,143
+997
| +8% | +$303K | 2.2% | 14 |
|
|
2025
Q1 | $3.34M | Sell |
12,146
-2,409
| -17% | -$662K | 1.89% | 15 |
|
|
2024
Q4 | $4.22M | Sell |
14,555
-4,611
| -24% | -$1.34M | 2.29% | 15 |
|
|
2024
Q3 | $5.43M | Sell |
19,166
-751
| -4% | -$213K | 2.87% | 8 |
|
|
2024
Q2 | $5.33M | Buy |
19,917
+2,852
| +17% | +$763K | 3.15% | 7 |
|
|
2024
Q1 | $4.44M | Buy |
17,065
+1,653
| +11% | +$430K | 2.63% | 9 |
|
|
2023
Q4 | $3.66M | Buy |
15,412
+2,203
| +17% | +$523K | 2.35% | 12 |
|
|
2023
Q3 | $2.81M | Buy |
13,209
+655
| +5% | +$139K | 1.98% | 18 |
|
|
2023
Q2 | $2.77M | Buy |
+12,554
| New | +$2.77M | 1.88% | 16 |
|
|
2022
Q4 | $1.83M | Sell |
9,555
-95
| -1% | -$18.2K | 1.58% | 18 |
|
|
2022
Q3 | $1.73M | Buy |
9,650
+440
| +5% | +$79K | 1.7% | 17 |
|
|
2022
Q2 | $1.74M | Sell |
9,210
-59
| -0.6% | -$11.1K | 1.53% | 17 |
|
|
2022
Q1 | $2.11M | Buy |
9,269
+953
| +11% | +$217K | 1.58% | 17 |
|
|
2021
Q4 | $2.01M | Buy |
8,316
+730
| +10% | +$176K | 1.47% | 17 |
|
|
2021
Q3 | $1.69M | Sell |
7,586
-96
| -1% | -$21.3K | 1.34% | 17 |
|
|
2021
Q2 | $1.71M | Buy |
7,682
+206
| +3% | +$45.9K | 1.29% | 17 |
|
|
2021
Q1 | $1.55M | Buy |
7,476
+2,309
| +45% | +$477K | 1.26% | 17 |
|
|
2020
Q4 | $1.01M | Buy |
5,167
+245
| +5% | +$47.7K | 0.88% | 22 |
|
|
2020
Q3 | $838K | Sell |
4,922
-110
| -2% | -$18.7K | 0.83% | 25 |
|
|
2020
Q2 | $787K | Sell |
5,032
-218
| -4% | -$34.1K | 0.82% | 26 |
|
|
2020
Q1 | $677K | Sell |
5,250
-465
| -8% | -$60K | 0.89% | 24 |
|
|
2019
Q4 | $935K | Buy |
+5,715
| New | +$935K | 0.92% | 24 |
|