Gallagher Fiduciary 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 | $1.86M | Buy |
150,330,714
+149,842,394
| +30,685% | +$1.85M | 0.07% | 48 |
|
|
2025
Q1 | $134M | Buy |
488,320
+485,781
| +19,133% | +$134M | 4.41% | 4 |
|
|
2024
Q4 | $736K | Buy |
2,539
+752
| +42% | +$218K | 0.14% | 100 |
|
|
2024
Q3 | $506K | Sell |
1,787
-193
| -10% | -$54.6K | 0.1% | 115 |
|
|
2024
Q2 | $530K | Sell |
1,980
-115
| -5% | -$30.8K | 0.12% | 100 |
|
|
2024
Q1 | $545K | Sell |
2,095
-56
| -3% | -$14.6K | 0.02% | 104 |
|
|
2023
Q4 | $510K | Sell |
2,151
-306
| -12% | -$72.6K | 0.02% | 105 |
|
|
2023
Q3 | $522K | Sell |
2,457
-71
| -3% | -$15.1K | 0.05% | 95 |
|
|
2023
Q2 | $557K | Sell |
2,528
-3
| -0.1% | -$661 | 0.04% | 117 |
|
|
2023
Q1 | $516K | Buy |
+2,531
| New | +$516K | 0.04% | 117 |
|