Guardian Financial Partners’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 | $346K | Buy |
1,139
+92
| +9% | +$28K | 0.16% | 53 |
|
|
2025
Q1 | $288K | Sell |
1,047
-80
| -7% | -$22K | 0.14% | 52 |
|
|
2024
Q4 | $327K | Buy |
1,127
+7
| +0.6% | +$2.03K | 0.19% | 44 |
|
|
2024
Q3 | $317K | Buy |
1,120
+6
| +0.5% | +$1.7K | 0.2% | 41 |
|
|
2024
Q2 | $298K | Hold |
1,114
| – | – | 0.2% | 40 |
|
|
2024
Q1 | $290K | Buy |
1,114
+4
| +0.4% | +$1.04K | 0.2% | 39 |
|
|
2023
Q4 | $263K | Hold |
1,110
| – | – | 0.22% | 40 |
|
|
2023
Q3 | $236K | Buy |
+1,110
| New | +$236K | 0.22% | 40 |
|
|
2023
Q2 | – | Sell |
-1,110
| Closed | -$227K | – | 41 |
|
|
2023
Q1 | $227K | Hold |
1,110
| – | – | 0.23% | 39 |
|
|
2022
Q4 | $212K | Buy |
+1,110
| New | +$212K | 0.23% | 38 |
|
|
2022
Q3 | – | Sell |
-1,110
| Closed | -$209K | – | 38 |
|
|
2022
Q2 | $209K | Hold |
1,110
| – | – | 0.23% | 36 |
|
|
2022
Q1 | $238K | Hold |
1,110
| – | – | 0.25% | 32 |
|
|
2021
Q4 | $268K | Buy |
+1,110
| New | +$268K | 0.26% | 30 |
|