GFG
Goldstone Financial Group’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 | $17.3M | Sell |
56,232
-3,243
| -5% | -$999K | 2.29% | 8 |
|
|
2025
Q1 | $16.3M | Buy |
59,475
+2,710
| +5% | +$745K | 2.47% | 7 |
|
|
2024
Q4 | $16.5M | Buy |
56,765
+2,365
| +4% | +$685K | 2.58% | 7 |
|
|
2024
Q3 | $15.4M | Buy |
54,400
+3,325
| +7% | +$942K | 2.68% | 6 |
|
|
2024
Q2 | $13.7M | Buy |
51,075
+63
| +0.1% | +$16.9K | 2.74% | 7 |
|
|
2024
Q1 | $13.3M | Buy |
51,012
+2,374
| +5% | +$617K | 3.04% | 6 |
|
|
2023
Q4 | $11.5M | Buy |
48,638
+2,889
| +6% | +$685K | 2.98% | 7 |
|
|
2023
Q3 | $9.72M | Sell |
45,749
-3,195
| -7% | -$679K | 2.88% | 8 |
|
|
2023
Q2 | $10.8M | Sell |
48,944
-1,788
| -4% | -$394K | 3.17% | 6 |
|
|
2023
Q1 | $10.4M | Buy |
+50,732
| New | +$10.4M | 3.41% | 5 |
|