IFG Advisory’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 | $47.4M | Sell |
156,050
-2,432
| -2% | -$739K | 2.38% | 3 |
|
|
2025
Q1 | $43.6M | Sell |
158,482
-6,666
| -4% | -$1.83M | 2.41% | 1 |
|
|
2024
Q4 | $47.9M | Buy |
165,148
+1,866
| +1% | +$541K | 2.71% | 1 |
|
|
2024
Q3 | $46.2M | Buy |
163,282
+1,585
| +1% | +$449K | 2.94% | 1 |
|
|
2024
Q2 | $43.3M | Buy |
161,697
+7,532
| +5% | +$2.01M | 2.78% | 2 |
|
|
2024
Q1 | $40.1M | Buy |
154,165
+1,801
| +1% | +$468K | 2.99% | 2 |
|
|
2023
Q4 | $36.1M | Sell |
152,364
-705
| -0.5% | -$167K | 2.65% | 2 |
|
|
2023
Q3 | $32.5M | Sell |
153,069
-105
| -0.1% | -$22.3K | 2.74% | 2 |
|
|
2023
Q2 | $33.7M | Buy |
153,174
+58,238
| +61% | +$12.8M | 2.99% | 2 |
|
|
2023
Q1 | $19.4M | Buy |
94,936
+622
| +0.7% | +$127K | 1.81% | 11 |
|
|
2022
Q4 | $18M | Buy |
94,314
+6,350
| +7% | +$1.21M | 1.8% | 11 |
|
|
2022
Q3 | $15.8M | Sell |
87,964
-6,894
| -7% | -$1.24M | 1.44% | 13 |
|
|
2022
Q2 | $17.9M | Sell |
94,858
-1,549
| -2% | -$292K | 1.9% | 11 |
|
|
2022
Q1 | $21.9M | Buy |
96,407
+9,070
| +10% | +$2.06M | 2.21% | 8 |
|
|
2021
Q4 | $21.1M | Buy |
87,337
+4,253
| +5% | +$1.03M | 2.05% | 9 |
|
|
2021
Q3 | $18.4M | Buy |
83,084
+885
| +1% | +$197K | 1.99% | 9 |
|
|
2021
Q2 | $18.3M | Sell |
82,199
-417
| -0.5% | -$92.9K | 2.04% | 9 |
|
|
2021
Q1 | $17.1M | Sell |
82,616
-1,918
| -2% | -$396K | 2.13% | 8 |
|
|
2020
Q4 | $16.5M | Buy |
84,534
+2,339
| +3% | +$455K | 2.28% | 8 |
|
|
2020
Q3 | $14M | Sell |
82,195
-7,936
| -9% | -$1.35M | 2.27% | 8 |
|
|
2020
Q2 | $14.1M | Buy |
90,131
+5,265
| +6% | +$824K | 2.54% | 6 |
|
|
2020
Q1 | $10.9M | Buy |
84,866
+9,373
| +12% | +$1.21M | 2.44% | 5 |
|
|
2019
Q4 | $12.4M | Buy |
75,493
+5,337
| +8% | +$873K | 2.25% | 5 |
|
|
2019
Q3 | $10.6M | Buy |
+70,156
| New | +$10.6M | 2.05% | 5 |
|