Northeast Financial Group’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 | $2.51M | Sell |
8,259
-47
| -0.6% | -$14.3K | 0.73% | 29 |
|
|
2025
Q1 | $2.28M | Sell |
8,306
-73
| -0.9% | -$20.1K | 0.8% | 27 |
|
|
2024
Q4 | $2.43M | Buy |
8,379
+161
| +2% | +$46.7K | 0.89% | 25 |
|
|
2024
Q3 | $2.33M | Sell |
8,218
-91
| -1% | -$25.8K | 0.87% | 25 |
|
|
2024
Q2 | $2.22M | Buy |
8,309
+2,476
| +42% | +$662K | 0.95% | 23 |
|
|
2024
Q1 | $1.52M | Sell |
5,833
-1
| -0% | -$260 | 0.67% | 30 |
|
|
2023
Q4 | $1.38M | Sell |
5,834
-99
| -2% | -$23.5K | 0.68% | 29 |
|
|
2023
Q3 | $1.26M | Hold |
5,933
| – | – | 0.77% | 27 |
|
|
2023
Q2 | $1.31M | Buy |
+5,933
| New | +$1.31M | 0.84% | 27 |
|