Independent Order of Foresters’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 | $65M | Hold |
213,865
| – | – | 41.71% | 2 |
|
|
2025
Q1 | $58.8M | Hold |
213,865
| – | – | 41.73% | 2 |
|
|
2024
Q4 | $62M | Sell |
213,865
-29,437
| -12% | -$8.53M | 41.74% | 2 |
|
|
2024
Q3 | $68.9M | Hold |
243,302
| – | – | 39.77% | 2 |
|
|
2024
Q2 | $65.1M | Buy |
243,302
+1,060
| +0.4% | +$284K | 40.14% | 2 |
|
|
2024
Q1 | $63M | Sell |
242,242
-17,594
| -7% | -$4.57M | 40.04% | 1 |
|
|
2023
Q4 | $61.6M | Hold |
259,836
| – | – | 39.45% | 1 |
|
|
2023
Q3 | $55.2M | Hold |
259,836
| – | – | 39.4% | 1 |
|
|
2023
Q2 | $57.2M | Hold |
259,836
| – | – | 39.26% | 1 |
|
|
2023
Q1 | $53M | Hold |
259,836
| – | – | 39.21% | 1 |
|
|
2022
Q4 | $49.7M | Hold |
259,836
| – | – | 39.82% | 1 |
|
|
2022
Q3 | $46.6M | Hold |
259,836
| – | – | 39.99% | 1 |
|
|
2022
Q2 | $49M | Sell |
259,836
-39,832
| -13% | -$7.51M | 39.82% | 1 |
|
|
2022
Q1 | $68.2M | Hold |
299,668
| – | – | 40.03% | 1 |
|
|
2021
Q4 | $72.4M | Hold |
299,668
| – | – | 40.03% | 1 |
|
|
2021
Q3 | $66.5M | Buy |
+299,668
| New | +$66.5M | 39.76% | 1 |
|