RAG
RIA Advisory Group’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 | $28.9M | Buy |
94,983
+90,004
| +1,808% | +$27.4M | 8.49% | 2 |
|
|
2025
Q1 | $1.37M | Sell |
4,979
-131,308
| -96% | -$36.1M | 0.45% | 39 |
|
|
2024
Q4 | $39.5M | Sell |
136,287
-32,998
| -19% | -$9.56M | 13.43% | 1 |
|
|
2024
Q3 | $47.9M | Buy |
+169,285
| New | +$47.9M | 16.93% | 1 |
|
|
2024
Q1 | $43.5M | Buy |
167,306
+147,142
| +730% | +$38.2M | 17.59% | 1 |
|
|
2023
Q4 | $1.17M | Sell |
20,164
-28,891
| -59% | -$1.67M | 0.49% | 27 |
|
|
2023
Q3 | $10.4M | Buy |
49,055
+17,763
| +57% | +$3.77M | 4.67% | 4 |
|
|
2023
Q2 | $6.89M | Buy |
31,292
+9,026
| +41% | +$1.99M | 2.97% | 4 |
|
|
2023
Q1 | $4.54M | Sell |
22,266
-2,004
| -8% | -$409K | 2.09% | 5 |
|
|
2022
Q4 | $4.59M | Buy |
+24,270
| New | +$4.59M | 2.66% | 8 |
|