Houlihan Financial Resource Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$554K Hold
2025
Q1
$501K Hold
2024
Q4
$528K Hold
2024
Q3
$516K Buy
2024
Q2
Sell
2024
Q1
$474K Hold
2023
Q4
$432K Buy
2023
Q3
$381K Buy
2023
Q2
Sell
2023
Q1
$366K Hold
2022
Q4
$343K Buy
2020
Q3
$322K Buy
2020
Q1
$253K Sell
2019
Q4
$359K Buy