Marshall Financial Group (Maryland)’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
$411K Sell
1,346
-619
-32% -$189K 0.08% 192
2025
Q1
$540K Buy
1,965
+869
+79% +$239K 0.12% 159
2024
Q4
$318K Buy
1,096
+2
+0.2% +$580 0.08% 177
2024
Q3
$310K Buy
1,094
+265
+32% +$75.1K 0.07% 179
2024
Q2
$222K Buy
+829
New +$222K 0.06% 159