FPCG
Forum Private Client Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+743
| New | +$226K | 0.09% | 76 |
|
|
2024
Q2 | – | Sell |
-797
| Closed | -$207K | – | 76 |
|
|
2024
Q1 | $207K | Sell |
797
-551
| -41% | -$143K | 0.1% | 72 |
|
|
2023
Q4 | $320K | Buy |
+1,348
| New | +$320K | 0.17% | 57 |
|
|
2023
Q3 | – | Sell |
-1,232
| Closed | -$271K | – | 69 |
|
|
2023
Q2 | $271K | Buy |
1,232
+142
| +13% | +$31.3K | 0.16% | 63 |
|
|
2023
Q1 | $222K | Sell |
1,090
-69
| -6% | -$14.1K | 0.14% | 65 |
|
|
2022
Q4 | $222K | Hold |
1,159
| – | – | 0.15% | 64 |
|
|
2022
Q3 | $208K | Sell |
1,159
-63
| -5% | -$11.3K | 0.16% | 63 |
|
|
2022
Q2 | $230K | Buy |
1,222
+234
| +24% | +$44K | 0.17% | 60 |
|
|
2022
Q1 | $225K | Buy |
+988
| New | +$225K | 0.17% | 58 |
|