FSA
Fort Sheridan Advisors’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 | $1.76M | Sell |
5,804
-279
| -5% | -$84.8K | 0.25% | 70 |
|
|
2025
Q1 | $1.67M | Buy |
6,083
+46
| +0.8% | +$12.6K | 0.25% | 71 |
|
|
2024
Q4 | $1.75M | Sell |
6,037
-500
| -8% | -$145K | 0.26% | 71 |
|
|
2024
Q3 | $1.85M | Buy |
6,537
+424
| +7% | +$120K | 0.28% | 68 |
|
|
2024
Q2 | $1.64M | Buy |
6,113
+3,735
| +157% | +$999K | 0.26% | 68 |
|
|
2024
Q1 | $618K | Buy |
2,378
+353
| +17% | +$91.7K | 0.12% | 117 |
|
|
2023
Q4 | $480K | Buy |
2,025
+331
| +20% | +$78.5K | 0.1% | 128 |
|
|
2023
Q3 | $360K | Buy |
1,694
+92
| +6% | +$19.5K | 0.08% | 138 |
|
|
2023
Q2 | $353K | Buy |
1,602
+131
| +9% | +$28.8K | 0.08% | 142 |
|
|
2023
Q1 | $300K | Buy |
1,471
+133
| +10% | +$27.1K | 0.08% | 152 |
|
|
2022
Q4 | $256K | Buy |
1,338
+3
| +0.2% | +$574 | 0.08% | 151 |
|
|
2022
Q3 | $240K | Buy |
1,335
+23
| +2% | +$4.14K | 0.08% | 158 |
|
|
2022
Q2 | $247K | Sell |
1,312
-102
| -7% | -$19.2K | 0.08% | 157 |
|
|
2022
Q1 | $322K | Buy |
1,414
+36
| +3% | +$8.2K | 0.09% | 135 |
|
|
2021
Q4 | $333K | Buy |
1,378
+147
| +12% | +$35.5K | 0.1% | 140 |
|
|
2021
Q3 | $273K | Buy |
+1,231
| New | +$273K | 0.09% | 151 |
|