Fortitude Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $825K | Buy |
2,715
+986
| +57% | +$300K | 0.47% | 42 |
|
2025
Q1 | $447K | Sell |
1,729
-47
| -3% | -$12.1K | 0.32% | 64 |
|
2024
Q4 | $515K | Sell |
1,776
-296
| -14% | -$85.8K | 0.31% | 62 |
|
2024
Q3 | $587K | Buy |
2,072
+67
| +3% | +$19K | 0.37% | 57 |
|
2024
Q2 | $536K | Buy |
2,005
+385
| +24% | +$103K | 0.32% | 62 |
|
2024
Q1 | $421K | Sell |
1,620
-293
| -15% | -$76.1K | 0.24% | 94 |
|
2023
Q4 | $454K | Sell |
1,913
-1,598
| -46% | -$379K | 0.28% | 80 |
|
2023
Q3 | $746K | Buy |
3,511
+1,719
| +96% | +$365K | 0.5% | 41 |
|
2023
Q2 | $395K | Buy |
+1,792
| New | +$395K | 0.29% | 88 |
|
2022
Q2 | – | Sell |
-497
| Closed | -$113K | – | 1273 |
|
2022
Q1 | $113K | Hold |
497
| – | – | 0.06% | 316 |
|
2021
Q4 | $120K | Buy |
+497
| New | +$120K | 0.06% | 301 |
|