HFA
Highland Financial Advisors’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 | $8.3M | Sell |
27,316
-558
| -2% | -$170K | 2.66% | 12 |
|
|
2025
Q1 | $7.66M | Buy |
27,874
+2,412
| +9% | +$663K | 2.74% | 13 |
|
|
2024
Q4 | $7.38M | Sell |
25,462
-418
| -2% | -$121K | 2.56% | 12 |
|
|
2024
Q3 | $7.33M | Sell |
25,880
-2,894
| -10% | -$819K | 2.6% | 13 |
|
|
2024
Q2 | $7.7M | Buy |
28,774
+2,852
| +11% | +$763K | 2.86% | 14 |
|
|
2024
Q1 | $6.74M | Sell |
25,922
-473
| -2% | -$123K | 2.7% | 13 |
|
|
2023
Q4 | $6.26M | Buy |
26,395
+4,019
| +18% | +$953K | 2.72% | 13 |
|
|
2023
Q3 | $4.75M | Buy |
22,376
+986
| +5% | +$209K | 2.46% | 14 |
|
|
2023
Q2 | $4.71M | Sell |
21,390
-203
| -0.9% | -$44.7K | 2.43% | 14 |
|
|
2023
Q1 | $4.41M | Buy |
21,593
+11
| +0.1% | +$2.25K | 2.39% | 15 |
|
|
2022
Q4 | $4.13M | Sell |
21,582
-11,418
| -35% | -$2.18M | 2.43% | 14 |
|
|
2022
Q3 | $5.92M | Buy |
33,000
+7,475
| +29% | +$1.34M | 4.11% | 9 |
|
|
2022
Q2 | $4.82M | Buy |
+25,525
| New | +$4.82M | 3.3% | 11 |
|