Fortis Group Advisors’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 | $118K | Hold |
389
| – | – | 0.02% | 222 |
|
2025
Q1 | $107K | Hold |
389
| – | – | 0.02% | 195 |
|
2024
Q4 | $113K | Hold |
389
| – | – | 0.02% | 194 |
|
2024
Q3 | $110K | Hold |
389
| – | – | 0.02% | 184 |
|
2024
Q2 | $104K | Hold |
389
| – | – | 0.02% | 184 |
|
2024
Q1 | $101K | Sell |
389
-389
| -50% | -$101K | 0.02% | 204 |
|
2023
Q4 | $185K | Buy |
778
+389
| +100% | +$92.3K | 0.05% | 127 |
|
2023
Q3 | $82.6K | Buy |
+389
| New | +$82.6K | 0.03% | 130 |
|
2020
Q3 | $66K | Buy |
+389
| New | +$66K | 0.01% | 204 |
|