RFS
Retirement Financial Solutions’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 | $558K | Hold |
1,837
| – | – | 0.35% | 26 |
|
|
2025
Q1 | $505K | Buy |
1,837
+6
| +0.3% | +$1.65K | 0.31% | 26 |
|
|
2024
Q4 | $531K | Buy |
1,831
+12
| +0.7% | +$3.48K | 0.29% | 25 |
|
|
2024
Q3 | $515K | Buy |
1,819
+6
| +0.3% | +$1.7K | 0.23% | 32 |
|
|
2024
Q2 | $485K | Hold |
1,813
| – | – | 0.23% | 32 |
|
|
2024
Q1 | $471K | Buy |
1,813
+3
| +0.2% | +$780 | 0.24% | 32 |
|
|
2023
Q4 | $429K | Buy |
1,810
+11
| +0.6% | +$2.61K | 0.24% | 34 |
|
|
2023
Q3 | $382K | Buy |
+1,799
| New | +$382K | 0.26% | 33 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$1.53K | – | 254 |
|
|
2022
Q4 | $1.53K | Buy |
+8
| New | +$1.53K | ﹤0.01% | 231 |
|