IFS
Intelligent Financial Strategies’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 | $5.68M | Sell |
18,646
-14,981
| -45% | -$4.57M | 3.02% | 4 |
|
|
2025
Q1 | $9.24M | Sell |
33,627
-821
| -2% | -$226K | 4.82% | 3 |
|
|
2024
Q4 | $9.98M | Sell |
34,448
-730
| -2% | -$212K | 5.53% | 3 |
|
|
2024
Q3 | $9.99M | Sell |
35,178
-482
| -1% | -$137K | 5.5% | 3 |
|
|
2024
Q2 | $9.57M | Buy |
35,660
+170
| +0.5% | +$45.6K | 5.89% | 3 |
|
|
2024
Q1 | $9.22M | Buy |
35,490
+3,843
| +12% | +$999K | 5.72% | 3 |
|
|
2023
Q4 | $7.51M | Sell |
31,647
-741
| -2% | -$176K | 5.25% | 3 |
|
|
2023
Q3 | $6.88M | Buy |
32,388
+2,354
| +8% | +$500K | 5.1% | 4 |
|
|
2023
Q2 | $6.62M | Sell |
30,034
-930
| -3% | -$205K | 4.83% | 4 |
|
|
2023
Q1 | $6.32M | Buy |
30,964
+9,969
| +47% | +$2.03M | 4.95% | 4 |
|
|
2022
Q4 | $4.01M | Sell |
20,995
-598
| -3% | -$114K | 3.38% | 8 |
|
|
2022
Q3 | $3.88M | Sell |
21,593
-83
| -0.4% | -$14.9K | 4.06% | 6 |
|
|
2022
Q2 | $4.09M | Sell |
21,676
-2,318
| -10% | -$437K | 4.15% | 7 |
|
|
2022
Q1 | $5.46M | Sell |
23,994
-1,345
| -5% | -$306K | 5.33% | 4 |
|
|
2021
Q4 | $6.12M | Buy |
+25,339
| New | +$6.12M | 5.5% | 3 |
|