Ford Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $266K | Sell |
1,303
-47,532
| -97% | -$9.7M | 11.27% | 7 |
|
2022
Q4 | $9.34M | Sell |
48,835
-6
| -0% | -$1.15K | 3.69% | 6 |
|
2022
Q3 | $8.77M | Sell |
48,841
-70,101
| -59% | -$12.6M | 3.65% | 7 |
|
2022
Q2 | $22.4M | Buy |
118,942
+4,483
| +4% | +$846K | 9.13% | 3 |
|
2022
Q1 | $26.1M | Buy |
114,459
+2,983
| +3% | +$679K | 9.99% | 3 |
|
2021
Q4 | $26.9K | Buy |
111,476
+4,951
| +5% | +$1.2K | 5.34% | 4 |
|
2021
Q3 | $23.7M | Sell |
106,525
-10,722
| -9% | -$2.38M | 9.11% | 3 |
|
2021
Q2 | $26.1M | Sell |
117,247
-248
| -0.2% | -$55.3K | 9.74% | 3 |
|
2021
Q1 | $24.3M | Sell |
117,495
-11,914
| -9% | -$2.46M | 10.44% | 3 |
|
2020
Q4 | $25.2M | Sell |
129,409
-22,553
| -15% | -$4.39M | 11.89% | 2 |
|
2020
Q3 | $25.9M | Sell |
151,962
-5,803
| -4% | -$988K | 14.09% | 1 |
|
2020
Q2 | $24.7M | Buy |
157,765
+913
| +0.6% | +$143K | 13.73% | 3 |
|
2020
Q1 | $20.2M | Sell |
156,852
-510
| -0.3% | -$65.7K | 13.5% | 3 |
|
2019
Q4 | $25.7M | Sell |
157,362
-2,083
| -1% | -$341K | 14.83% | 2 |
|
2019
Q3 | $24.1M | Buy |
159,445
+4,201
| +3% | +$634K | 15.36% | 2 |
|
2019
Q2 | $23.3M | Sell |
155,244
-7,241
| -4% | -$1.09M | 15.8% | 1 |
|
2019
Q1 | $23.5M | Sell |
162,485
-42,787
| -21% | -$6.19M | 16.86% | 1 |
|
2018
Q4 | $26.2M | Sell |
205,272
-1,487
| -0.7% | -$190K | 19.76% | 1 |
|
2018
Q3 | $30.9M | Sell |
206,759
-19,718
| -9% | -$2.95M | 22.58% | 2 |
|
2018
Q2 | $31.8M | Buy |
226,477
+773
| +0.3% | +$109K | 23.18% | 2 |
|
2018
Q1 | $30.6M | Sell |
225,704
-3,858
| -2% | -$524K | 23.93% | 1 |
|
2017
Q4 | $32.3M | Buy |
+229,562
| New | +$32.3M | 24.31% | 1 |
|