Pacific 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
$1.47M Sell
4,841
-195
-4% -$59.3K 1.15% 19
2025
Q1
$1.38M Buy
5,036
+21
+0.4% +$5.77K 1.12% 19
2024
Q4
$1.45M Sell
5,015
-106
-2% -$30.7K 1.08% 19
2024
Q3
$1.45M Buy
5,121
+15
+0.3% +$4.25K 1.06% 20
2024
Q2
$1.37M Hold
5,106
0.97% 23
2024
Q1
$1.33M Sell
5,106
-48
-0.9% -$12.5K 0.92% 24
2023
Q4
$1.22M Buy
5,154
+18
+0.4% +$4.27K 0.91% 25
2023
Q3
$1.09M Sell
5,136
-13
-0.3% -$2.76K 0.71% 29
2023
Q2
$1.13M Sell
5,149
-263
-5% -$57.9K 0.74% 26
2023
Q1
$1.1M Buy
5,412
+16
+0.3% +$3.27K 0.83% 23
2022
Q4
$1.03M Buy
5,396
+22
+0.4% +$4.21K 0.77% 23
2022
Q3
$965K Sell
5,374
-224
-4% -$40.2K 0.87% 22
2022
Q2
$1.06M Sell
5,598
-4,715
-46% -$889K 0.78% 25
2022
Q1
$2.35M Buy
10,313
+4,728
+85% +$1.08M 1.53% 18
2021
Q4
$1.33M Sell
5,585
-240
-4% -$57.2K 0.87% 28
2021
Q3
$1.29M Sell
5,825
-864
-13% -$192K 0.92% 28
2021
Q2
$1.49M Sell
6,689
-905
-12% -$202K 1.03% 30
2021
Q1
$1.57M Sell
7,594
-621
-8% -$128K 1.27% 21
2020
Q4
$1.6M Buy
8,215
+11
+0.1% +$2.14K 1.41% 23
2020
Q3
$1.4M Buy
8,204
+6,089
+288% +$1.04M 1.1% 30
2020
Q2
$273K Hold
2,115
0.28% 46
2020
Q1
$273K Sell
2,115
-423
-17% -$54.6K 0.28% 46
2019
Q4
$415K Sell
2,538
-1,102
-30% -$180K 0.04% 71
2019
Q3
$546K Sell
3,640
-246
-6% -$36.9K 0.06% 64
2019
Q2
$562K Hold
3,886
0.07% 60
2019
Q1
$562K Sell
3,886
-104,511
-96% -$15.1M 0.07% 56
2018
Q4
$13.8M Buy
+108,397
New +$13.8M 2.19% 14
2016
Q2
$205K Buy
+1,910
New +$205K 0.37% 39
2015
Q4
$193K Buy
1,847
+88
+5% +$9.2K 0.36% 41
2015
Q3
$174K Hold
1,759
0.23% 49
2015
Q2
$188K Sell
1,759
-519
-23% -$55.5K 0.21% 44
2015
Q1
$244K Hold
2,278
0.32% 40
2014
Q4
$241K Buy
+2,278
New +$241K 0.07% 43