Proficio Capital Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Proficio Capital Partners’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.2M	Sell	59,929 -1,245	-2%	-$378K	1.13%	17
2025 Q1	$16.8M	Sell	61,174 -1,011	-2%	-$278K	1.3%	15
2024 Q4	$18M	Buy	62,185 +8,323	+15%	+$2.41M	1.46%	17
2024 Q3	$15.3M	Sell	53,862 -96,374	-64%	-$27.3M	1.52%	14
2024 Q2	$40.2M	Buy	150,236 +770	+0.5%	+$206K	4.22%	6
2024 Q1	$38.8M	Buy	149,466 +93,549	+167%	+$24.3M	4.28%	5
2023 Q4	$13.3M	Buy	55,917 +25,983	+87%	+$6.16M	1.64%	14
2023 Q3	$6.36M	Sell	29,934 -20,537	-41%	-$4.36M	0.85%	24
2023 Q2	$11.1M	Sell	50,471 -76,693	-60%	-$16.9M	1.51%	15
2023 Q1	$26M	Buy	127,164 +60,614	+91%	+$12.4M	4.12%	4
2022 Q4	$12.7M	Sell	66,550 -65,866	-50%	-$12.6M	2.41%	7
2022 Q3	$23.8M	Sell	132,416 -10,352,779	-99%	-$1.86B	4.38%	5
2022 Q2	$17.1M	Buy	10,485,195 +10,349,270	+7,614%	+$16.9M	3.21%	6
2022 Q1	$30.9M	Buy	135,925 +13,241	+11%	+$3.01M	4.62%	4
2021 Q4	$29.6M	Buy	122,684 +1,017	+0.8%	+$246K	4.12%	3
2021 Q3	$27M	Sell	121,667 -7,865	-6%	-$1.75M	3.55%	5
2021 Q2	$28.9M	Buy	129,532 +2,417	+2%	+$539K	3.52%	5
2021 Q1	$26.3M	Sell	127,115 -900	-0.7%	-$186K	3.4%	6
2020 Q4	$25.2M	Buy	+128,015	New	+$25.2M	3.95%	4
2019 Q3	–	Sell	-1,000	Closed	-$150K	–	1514
2019 Q2	$150K	Hold	1,000	–	–	0.05%	163
2019 Q1	$145K	Hold	1,000	–	–	0.05%	158
2018 Q4	$128K	Hold	1,000	–	–	0.06%	145
2018 Q3	$150K	Hold	1,000	–	–	0.05%	153
2018 Q2	$140K	Hold	1,000	–	–	0.06%	163
2018 Q1	$136K	Hold	1,000	–	–	0.04%	169
2017 Q4	$137K	Hold	1,000	–	–	0.04%	166
2017 Q3	$130K	Hold	1,000	–	–	0.05%	206
2017 Q2	$127K	Hold	1,000	–	–	0.05%	216
2017 Q1	$124K	Hold	1,000	–	–	0.05%	215
2016 Q4	$115K	Hold	1,000	–	–	0.05%	165
2016 Q3	$111K	Hold	1,000	–	–	0.06%	166
2016 Q2	$111K	Hold	1,000	–	–	0.07%	165
2016 Q1	$105K	Buy	+1,000	New	+$105K	0.09%	134