
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 |
|