FC
Fulcrum Capital’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 | $392K | Hold |
1,291
| – | – | 0.08% | 72 |
|
|
2025
Q1 | $355K | Hold |
1,291
| – | – | 0.08% | 79 |
|
|
2024
Q4 | $374K | Sell |
1,291
-333
| -21% | -$96.5K | 0.08% | 83 |
|
|
2024
Q3 | $460K | Hold |
1,624
| – | – | 0.1% | 73 |
|
|
2024
Q2 | $434K | Sell |
1,624
-188
| -10% | -$50.3K | 0.1% | 72 |
|
|
2024
Q1 | $471K | Buy |
1,812
+212
| +13% | +$55.1K | 0.11% | 71 |
|
|
2023
Q4 | $380K | Hold |
1,600
| – | – | 0.1% | 78 |
|
|
2023
Q3 | $340K | Sell |
1,600
-53
| -3% | -$11.3K | 0.1% | 77 |
|
|
2023
Q2 | $364K | Sell |
1,653
-105
| -6% | -$23.1K | 0.1% | 80 |
|
|
2023
Q1 | $359K | Hold |
1,758
| – | – | 0.1% | 81 |
|
|
2022
Q4 | $336K | Hold |
1,758
| – | – | 0.1% | 82 |
|
|
2022
Q3 | $316K | Hold |
1,758
| – | – | 0.09% | 71 |
|
|
2022
Q2 | $332K | Buy |
1,758
+658
| +60% | +$124K | 0.1% | 63 |
|
|
2022
Q1 | $250K | Sell |
1,100
-267
| -20% | -$60.7K | 0.07% | 65 |
|
|
2021
Q4 | $330K | Hold |
1,367
| – | – | 0.07% | 69 |
|
|
2021
Q3 | $304K | Hold |
1,367
| – | – | 0.07% | 75 |
|
|
2021
Q2 | $305K | Hold |
1,367
| – | – | 0.08% | 67 |
|
|
2021
Q1 | $283K | Buy |
1,367
+254
| +23% | +$52.6K | 0.08% | 68 |
|
|
2020
Q4 | $217K | Buy |
+1,113
| New | +$217K | 0.06% | 76 |
|
|
2020
Q3 | – | Sell |
-2,350
| Closed | -$368K | – | 68 |
|
|
2020
Q2 | $368K | Hold |
2,350
| – | – | 0.14% | 48 |
|
|
2020
Q1 | $303K | Hold |
2,350
| – | – | 0.14% | 51 |
|
|
2019
Q4 | $385K | Sell |
2,350
-1,150
| -33% | -$188K | 0.12% | 54 |
|
|
2019
Q3 | $529K | Sell |
3,500
-1,500
| -30% | -$227K | 0.18% | 46 |
|
|
2019
Q2 | $750K | Buy |
+5,000
| New | +$750K | 0.27% | 44 |
|