Focus Partners Wealth
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Focus Partners Wealth’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
$440M Buy
1,446,595
+323,766
+29% +$98.4M 0.95% 21
2025
Q1
$309M Sell
1,122,829
-279,855
-20% -$76.9M 0.77% 26
2024
Q4
$407M Buy
1,402,684
+60,109
+4% +$17.4M 1.06% 17
2024
Q3
$380M Buy
1,342,575
+221,809
+20% +$62.8M 1.21% 14
2024
Q2
$300M Buy
1,120,766
+609,078
+119% +$163M 1.01% 15
2024
Q1
$133M Buy
511,688
+19,904
+4% +$5.17M 1.08% 14
2023
Q4
$117M Buy
+491,784
New +$117M 1.53% 8