JFG Wealth Management’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 | $4.81M | Buy |
15,820
+354
| +2% | +$108K | 1.01% | 10 |
|
|
2025
Q1 | $4.25M | Buy |
15,466
+1,889
| +14% | +$519K | 0.97% | 11 |
|
|
2024
Q4 | $3.93M | Sell |
13,577
-55
| -0.4% | -$15.9K | 0.9% | 11 |
|
|
2024
Q3 | $3.86M | Buy |
13,632
+3,148
| +30% | +$891K | 1.06% | 9 |
|
|
2024
Q2 | $2.8M | Sell |
10,484
-1,688
| -14% | -$452K | 0.8% | 14 |
|
|
2024
Q1 | $3.16M | Buy |
12,172
+739
| +6% | +$192K | 0.85% | 13 |
|
|
2023
Q4 | $2.71M | Sell |
11,433
-737
| -6% | -$175K | 0.78% | 12 |
|
|
2023
Q3 | $2.59M | Hold |
12,170
| – | – | 0.84% | 9 |
|
|
2023
Q2 | $2.68M | Buy |
12,170
+733
| +6% | +$161K | 0.82% | 9 |
|
|
2023
Q1 | $2.33M | Hold |
11,437
| – | – | 0.8% | 9 |
|
|
2022
Q4 | $2.19M | Sell |
11,437
-246
| -2% | -$47K | 0.71% | 11 |
|
|
2022
Q3 | $2.1M | Buy |
11,683
+146
| +1% | +$26.2K | 0.7% | 18 |
|
|
2022
Q2 | $2.18M | Buy |
11,537
+47
| +0.4% | +$8.87K | 0.8% | 10 |
|
|
2022
Q1 | $2.62M | Buy |
11,490
+298
| +3% | +$67.8K | 0.79% | 11 |
|
|
2021
Q4 | $2.7M | Buy |
11,192
+1,034
| +10% | +$250K | 1.01% | 9 |
|
|
2021
Q3 | $2.26M | Buy |
+10,158
| New | +$2.26M | 1.08% | 10 |
|