Fortress Wealth 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 | $2.52M | Sell |
8,296
-11
| -0.1% | -$3.34K | 1.22% | 21 |
|
|
2025
Q1 | $2.28M | Sell |
8,307
-193
| -2% | -$53K | 1.19% | 22 |
|
|
2024
Q4 | $2.46M | Sell |
8,500
-263
| -3% | -$76.2K | 1.19% | 20 |
|
|
2024
Q3 | $2.48M | Sell |
8,763
-513
| -6% | -$145K | 1.24% | 20 |
|
|
2024
Q2 | $2.48M | Buy |
9,276
+336
| +4% | +$89.9K | 1.27% | 22 |
|
|
2024
Q1 | $2.32M | Sell |
8,940
-17
| -0.2% | -$4.42K | 1.2% | 23 |
|
|
2023
Q4 | $2.12M | Buy |
8,957
+20
| +0.2% | +$4.74K | 1.16% | 26 |
|
|
2023
Q3 | $1.9M | Buy |
8,937
+43
| +0.5% | +$9.13K | 1.23% | 22 |
|
|
2023
Q2 | $1.96M | Sell |
8,894
-217
| -2% | -$47.8K | 1.27% | 22 |
|
|
2023
Q1 | $1.86M | Sell |
9,111
-236
| -3% | -$48.2K | 1.3% | 25 |
|
|
2022
Q4 | $1.79M | Buy |
9,347
+2
| +0% | +$382 | 1.49% | 23 |
|
|
2022
Q3 | $1.68M | Sell |
9,345
-955
| -9% | -$171K | 1.7% | 20 |
|
|
2022
Q2 | $1.94M | Sell |
10,300
-482
| -4% | -$90.9K | 1.83% | 22 |
|
|
2022
Q1 | $2.46M | Buy |
10,782
+4
| +0% | +$911 | 1.88% | 19 |
|
|
2021
Q4 | $2.6M | Buy |
+10,778
| New | +$2.6M | 1.96% | 16 |
|