Safe Harbor Fiduciary’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
$535K Sell
1,760
-67
-4% -$20.4K 0.5% 42
2025
Q1
$502K Sell
1,827
-25,925
-93% -$7.13M 0.52% 39
2024
Q4
$8.04M Sell
27,752
-7,609
-22% -$2.21M 8.2% 2
2024
Q3
$10M Buy
+35,361
New +$10M 9.38% 2