PS
Principal Securities’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.3M | Buy |
145,769
+19,685
| +16% | +$5.98M | 0.83% | 22 |
|
|
2025
Q1 | $36.5M | Hold |
126,084
| – | – | 0.82% | 22 |
|
|
2024
Q4 | $36.5M | Buy |
126,084
+14,120
| +13% | +$4.09M | 0.82% | 22 |
|
|
2024
Q3 | $31.7M | Sell |
111,964
-2,271
| -2% | -$643K | 0.77% | 21 |
|
|
2024
Q2 | $30.6M | Buy |
114,235
+4,380
| +4% | +$1.17M | 0.84% | 18 |
|
|
2024
Q1 | $28.6M | Buy |
109,855
+13,352
| +14% | +$3.47M | 0.89% | 14 |
|
|
2023
Q4 | $22.9M | Buy |
+96,503
| New | +$22.9M | 0.85% | 19 |
|