Frazier Financial Advisors’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 | $10.2M | Buy |
33,609
+912
| +3% | +$277K | 7.21% | 3 |
|
|
2025
Q1 | $8.99M | Buy |
32,697
+530
| +2% | +$146K | 6.93% | 3 |
|
|
2024
Q4 | $9.35M | Buy |
32,167
+215
| +0.7% | +$62.5K | 7.42% | 3 |
|
|
2024
Q3 | $9.05M | Sell |
31,952
-2,054
| -6% | -$582K | 7.03% | 3 |
|
|
2024
Q2 | $9.1M | Sell |
34,006
-1,515
| -4% | -$405K | 7.22% | 3 |
|
|
2024
Q1 | $9.23M | Sell |
35,521
-12,530
| -26% | -$3.26M | 7.57% | 3 |
|
|
2023
Q4 | $11.4M | Buy |
+48,051
| New | +$11.4M | 9.89% | 2 |
|