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