Founders Financial Securities’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 | $5.27M | Sell |
17,354
-806
| -4% | -$245K | 0.4% | 60 |
|
|
2025
Q1 | $4.92M | Sell |
18,160
-954
| -5% | -$259K | 0.42% | 53 |
|
|
2024
Q4 | $5.54M | Sell |
19,114
-269
| -1% | -$78K | 0.5% | 43 |
|
|
2024
Q3 | $5.49M | Sell |
19,383
-936
| -5% | -$265K | 0.51% | 44 |
|
|
2024
Q2 | $5.44M | Buy |
20,319
+177
| +0.9% | +$47.3K | 0.51% | 46 |
|
|
2024
Q1 | $5.23M | Buy |
20,142
+568
| +3% | +$148K | 0.55% | 44 |
|
|
2023
Q4 | $4.64M | Buy |
19,574
+480
| +3% | +$114K | 0.52% | 43 |
|
|
2023
Q3 | $4.06M | Sell |
19,094
-709
| -4% | -$151K | 0.53% | 51 |
|
|
2023
Q2 | $4.36M | Buy |
19,803
+91
| +0.5% | +$20K | 0.58% | 43 |
|
|
2023
Q1 | $4.02M | Buy |
19,712
+531
| +3% | +$108K | 0.58% | 43 |
|
|
2022
Q4 | $3.67M | Sell |
19,181
-551
| -3% | -$105K | 0.58% | 40 |
|
|
2022
Q3 | $3.54M | Buy |
19,732
+8,982
| +84% | +$1.61M | 0.63% | 31 |
|
|
2022
Q2 | $2.03M | Buy |
10,750
+3,421
| +47% | +$645K | 0.4% | 54 |
|
|
2022
Q1 | $1.67M | Buy |
7,329
+28
| +0.4% | +$6.38K | 0.3% | 71 |
|
|
2021
Q4 | $1.76M | Sell |
7,301
-109
| -1% | -$26.3K | 0.32% | 72 |
|
|
2021
Q3 | $1.65M | Buy |
7,410
+584
| +9% | +$130K | 0.33% | 66 |
|
|
2021
Q2 | $1.52M | Sell |
6,826
-103
| -1% | -$23K | 0.3% | 72 |
|
|
2021
Q1 | $1.43M | Sell |
6,929
-212
| -3% | -$43.8K | 0.33% | 57 |
|
|
2020
Q4 | $1.39M | Buy |
7,141
+847
| +13% | +$165K | 0.33% | 54 |
|
|
2020
Q3 | $1.07M | Sell |
6,294
-605
| -9% | -$103K | 0.34% | 48 |
|
|
2020
Q2 | $1.08M | Sell |
6,899
-623
| -8% | -$97.5K | 0.35% | 55 |
|
|
2020
Q1 | $970K | Buy |
+7,522
| New | +$970K | 0.36% | 39 |
|