Safeguard Financial’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
Q1 | $4.43M | Sell |
16,137
-425
| -3% | -$117K | 0.97% | 12 |
|
|
2024
Q4 | $4.8M | Buy |
16,562
+351
| +2% | +$102K | 1.04% | 10 |
|
|
2024
Q3 | $4.59M | Sell |
16,211
-24
| -0.1% | -$6.8K | 1.08% | 9 |
|
|
2024
Q2 | $4.34M | Sell |
16,235
-3,728
| -19% | -$997K | 1.21% | 9 |
|
|
2024
Q1 | $5.19M | Sell |
19,963
-667
| -3% | -$173K | 1.69% | 8 |
|
|
2023
Q4 | $4.89M | Sell |
20,630
-4,088
| -17% | -$970K | 1.85% | 8 |
|
|
2023
Q3 | $5.25M | Buy |
24,718
+7,009
| +40% | +$1.49M | 2.53% | 8 |
|
|
2023
Q2 | $3.9M | Buy |
17,709
+2,040
| +13% | +$449K | 1.88% | 9 |
|
|
2023
Q1 | $3.2M | Buy |
15,669
+1,508
| +11% | +$308K | 1.94% | 9 |
|
|
2022
Q4 | $2.71M | Buy |
14,161
+5,319
| +60% | +$1.02M | 1.94% | 11 |
|
|
2022
Q3 | $1.59M | Sell |
8,842
-10,810
| -55% | -$1.94M | 1.47% | 13 |
|
|
2022
Q2 | $3.71M | Buy |
19,652
+14,060
| +251% | +$2.65M | 4.42% | 4 |
|
|
2022
Q1 | $1.27M | Buy |
+5,592
| New | +$1.27M | 1.9% | 14 |
|