GF
Gries Financial’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 | $4.92M | Buy |
16,179
+579
| +4% | +$176K | 0.89% | 17 |
|
2025
Q1 | $4.29M | Sell |
15,600
-79
| -0.5% | -$21.7K | 0.83% | 20 |
|
2024
Q4 | $4.54M | Buy |
15,679
+24
| +0.2% | +$6.96K | 0.81% | 22 |
|
2024
Q3 | $4.43M | Buy |
15,655
+698
| +5% | +$198K | 0.83% | 21 |
|
2024
Q2 | $4M | Sell |
14,957
-61
| -0.4% | -$16.3K | 0.82% | 18 |
|
2024
Q1 | $3.9M | Buy |
15,018
+75
| +0.5% | +$19.5K | 0.65% | 33 |
|
2023
Q4 | $3.54M | Buy |
14,943
+1,103
| +8% | +$262K | 0.78% | 21 |
|
2023
Q3 | $2.94M | Buy |
13,840
+2,030
| +17% | +$431K | 0.79% | 25 |
|
2023
Q2 | $2.6M | Sell |
11,810
-247
| -2% | -$54.4K | 0.72% | 30 |
|
2023
Q1 | $2.46M | Buy |
12,057
+32
| +0.3% | +$6.53K | 0.73% | 34 |
|
2022
Q4 | $2.3M | Sell |
12,025
-48
| -0.4% | -$9.18K | 0.76% | 47 |
|
2022
Q3 | $2.17M | Buy |
12,073
+17
| +0.1% | +$3.05K | 0.92% | 25 |
|
2022
Q2 | $2.27M | Buy |
12,056
+9
| +0.1% | +$1.7K | 1.08% | 22 |
|
2022
Q1 | $2.74M | Buy |
12,047
+207
| +2% | +$47.1K | 1.01% | 20 |
|
2021
Q4 | $2.86M | Sell |
11,840
-120
| -1% | -$29K | 1.17% | 18 |
|
2021
Q3 | $2.66M | Buy |
+11,960
| New | +$2.66M | 0.83% | 30 |
|