FCA
Fortis Capital 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 | $5.55M | Buy |
18,255
+12,264
| +205% | +$3.73M | 0.99% | 20 |
|
2025
Q1 | $1.65M | Buy |
5,991
+1,094
| +22% | +$301K | 0.33% | 44 |
|
2024
Q4 | $1.36M | Hold |
4,897
| – | – | 0.47% | 46 |
|
2024
Q3 | $1.39M | Buy |
4,897
+1,050
| +27% | +$297K | 0.46% | 42 |
|
2024
Q2 | $1.03M | Sell |
3,847
-1,682
| -30% | -$450K | 0.37% | 52 |
|
2024
Q1 | $1.44M | Buy |
5,529
+3,135
| +131% | +$815K | 0.6% | 25 |
|
2023
Q4 | $568K | Sell |
2,394
-972
| -29% | -$231K | 0.3% | 52 |
|
2023
Q3 | $715K | Sell |
3,366
-702
| -17% | -$149K | 0.46% | 39 |
|
2023
Q2 | $896K | Sell |
4,068
-701
| -15% | -$154K | 0.53% | 34 |
|
2023
Q1 | $973K | Sell |
4,769
-915
| -16% | -$187K | 0.52% | 34 |
|
2022
Q4 | $1.09M | Buy |
+5,684
| New | +$1.09M | 0.65% | 25 |
|