Fortis Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Sell |
1,916
-9
| -0.5% | -$2.74K | 0.09% | 99 |
|
|
2025
Q1 | $529K | Sell |
1,925
-21
| -1% | -$5.77K | 0.1% | 102 |
|
|
2024
Q4 | $564K | Sell |
1,946
-25
| -1% | -$7.25K | 0.1% | 92 |
|
|
2024
Q3 | $558K | Sell |
1,971
-91
| -4% | -$25.8K | 0.11% | 91 |
|
|
2024
Q2 | $552K | Buy |
2,062
+161
| +8% | +$43.1K | 0.12% | 92 |
|
|
2024
Q1 | $494K | Buy |
1,901
+25
| +1% | +$6.5K | 0.13% | 81 |
|
|
2023
Q4 | $445K | Sell |
1,876
-1,143
| -38% | -$271K | 0.11% | 106 |
|
|
2023
Q3 | $641K | Buy |
+3,019
| New | +$641K | 0.2% | 89 |
|