FMB Wealth Management’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 | $283K | Hold |
932
| – | – | 0.13% | 61 |
|
|
2025
Q1 | $256K | Buy |
932
+23
| +3% | +$6.32K | 0.14% | 61 |
|
|
2024
Q4 | $264K | Sell |
909
-50
| -5% | -$14.5K | 0.15% | 58 |
|
|
2024
Q3 | $272K | Hold |
959
| – | – | 0.15% | 57 |
|
|
2024
Q2 | $257K | Hold |
959
| – | – | 0.2% | 57 |
|
|
2024
Q1 | $249K | Buy |
+959
| New | +$249K | 0.2% | 57 |
|
|
2023
Q3 | – | Sell |
-11,253
| Closed | -$2.48M | – | 55 |
|
|
2023
Q2 | $2.48M | Hold |
11,253
| – | – | 2.63% | 14 |
|
|
2023
Q1 | $2.3M | Buy |
11,253
+7
| +0.1% | +$1.43K | 2.74% | 14 |
|
|
2022
Q4 | $2.15M | Buy |
+11,246
| New | +$2.15M | 2.77% | 14 |
|