Founders Financial Alliance’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 | $1.63M | Buy |
5,352
+20
| +0.4% | +$6.08K | 0.37% | 61 |
|
|
2025
Q1 | $1.47M | Buy |
5,332
+4,988
| +1,450% | +$1.37M | 0.36% | 65 |
|
|
2024
Q4 | $99.6K | Sell |
344
-8
| -2% | -$2.32K | 0.03% | 326 |
|
|
2024
Q3 | $99.7K | Hold |
352
| – | – | 0.03% | 335 |
|
|
2024
Q2 | $94.2K | Hold |
352
| – | – | 0.03% | 325 |
|
|
2024
Q1 | $91.5K | Buy |
352
+9
| +3% | +$2.34K | 0.03% | 330 |
|
|
2023
Q4 | $81.4K | Hold |
343
| – | – | 0.03% | 307 |
|
|
2023
Q3 | $72.9K | Sell |
343
-168
| -33% | -$35.7K | 0.03% | 294 |
|
|
2023
Q2 | $113K | Buy |
511
+168
| +49% | +$37K | 0.04% | 288 |
|
|
2023
Q1 | $70.2K | Hold |
343
| – | – | 0.04% | 278 |
|
|
2022
Q4 | $65.6K | Buy |
343
+226
| +193% | +$43.2K | 0.03% | 298 |
|
|
2022
Q3 | $21K | Sell |
117
-2,545
| -96% | -$457K | 0.01% | 383 |
|
|
2022
Q2 | $502K | Buy |
2,662
+2,515
| +1,711% | +$474K | 0.25% | 93 |
|
|
2022
Q1 | $34K | Hold |
147
| – | – | 0.02% | 344 |
|
|
2021
Q4 | $36K | Sell |
147
-17
| -10% | -$4.16K | 0.01% | 377 |
|
|
2021
Q3 | $36K | Hold |
164
| – | – | 0.02% | 350 |
|
|
2021
Q2 | $37K | Buy |
164
+119
| +264% | +$26.8K | 0.02% | 363 |
|
|
2021
Q1 | $9K | Sell |
45
-465
| -91% | -$93K | ﹤0.01% | 415 |
|
|
2020
Q4 | $99K | Buy |
510
+179
| +54% | +$34.7K | 0.06% | 242 |
|
|
2020
Q3 | $56K | Buy |
+331
| New | +$56K | 0.03% | 357 |
|