PFG Private 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 | $540K | Buy |
+1,776
| New | +$540K | 0.28% | 29 |
|
|
2024
Q1 | – | Sell |
-27
| Closed | -$6.41K | – | 242 |
|
|
2023
Q4 | $6.41K | Hold |
27
| – | – | ﹤0.01% | 153 |
|
|
2023
Q3 | $5.74K | Sell |
27
-46
| -63% | -$9.77K | ﹤0.01% | 214 |
|
|
2023
Q2 | $16.1K | Sell |
73
-302
| -81% | -$66.5K | 0.01% | 190 |
|
|
2023
Q1 | $76.5K | Buy |
375
+322
| +608% | +$65.7K | 0.05% | 132 |
|
|
2022
Q4 | $10K | Buy |
+53
| New | +$10K | 0.01% | 191 |
|