Focus Financial Network’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
$9.68M Sell
31,757
-363
-1% -$111K 0.38% 49
2025
Q1
$8.83M Buy
32,120
+2,899
+10% +$797K 0.36% 54
2024
Q4
$8.47M Buy
29,221
+4
+0% +$1.16K 0.34% 51
2024
Q3
$8.3M Sell
29,217
-899
-3% -$255K 0.34% 57
2024
Q2
$8.29M Sell
30,116
-1,191
-4% -$328K 0.35% 53
2024
Q1
$7.74M Sell
31,307
-10,048
-24% -$2.48M 0.38% 51
2023
Q4
$9.81M Buy
41,355
+9,309
+29% +$2.21M 0.37% 60
2023
Q3
$6.81M Buy
32,046
+4,141
+15% +$880K 0.38% 53
2023
Q2
$6.15M Sell
27,905
-471
-2% -$104K 0.34% 59
2023
Q1
$5.79M Buy
+28,376
New +$5.79M 0.36% 56
2021
Q4
Sell
-4,372
Closed -$971K 450
2021
Q3
$971K Buy
4,372
+907
+26% +$201K 0.13% 155
2021
Q2
$772K Buy
3,465
+128
+4% +$28.5K 0.1% 190
2021
Q1
$690K Sell
3,337
-28,293
-89% -$5.85M 0.08% 202
2020
Q4
$6.16M Sell
31,630
-1,282
-4% -$250K 0.55% 38
2020
Q3
$5.61M Buy
32,912
+837
+3% +$143K 0.52% 43
2020
Q2
$5.02M Buy
32,075
+2,380
+8% +$373K 0.56% 42
2020
Q1
$3.83M Buy
29,695
+2,348
+9% +$303K 0.51% 45
2019
Q4
$4.47M Buy
27,347
+609
+2% +$99.6K 0.55% 41
2019
Q3
$4.04M Buy
26,738
+1,436
+6% +$217K 0.56% 42
2019
Q2
$3.8M Buy
25,302
+401
+2% +$60.2K 0.56% 40
2019
Q1
$3.6M Buy
+24,901
New +$3.6M 0.58% 39