Safeguard Investment Advisory Group’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 | $665K | Buy |
2,187
+336
| +18% | +$102K | 0.17% | 64 |
|
|
2025
Q1 | $509K | Sell |
1,851
-24
| -1% | -$6.6K | 0.14% | 68 |
|
|
2024
Q4 | $543K | Buy |
1,875
+457
| +32% | +$132K | 0.15% | 60 |
|
|
2024
Q3 | $402K | Buy |
1,418
+12
| +0.9% | +$3.4K | 0.11% | 67 |
|
|
2024
Q2 | $376K | Hold |
1,406
| – | – | 0.12% | 65 |
|
|
2024
Q1 | $365K | Sell |
1,406
-275
| -16% | -$71.5K | 0.12% | 65 |
|
|
2023
Q4 | $399K | Buy |
1,681
+155
| +10% | +$36.8K | 0.15% | 58 |
|
|
2023
Q3 | $324K | Sell |
1,526
-407
| -21% | -$86.4K | 0.14% | 65 |
|
|
2023
Q2 | $426K | Buy |
1,933
+327
| +20% | +$72K | 0.18% | 59 |
|
|
2023
Q1 | $328K | Sell |
1,606
-252
| -14% | -$51.4K | 0.16% | 74 |
|
|
2022
Q4 | $355K | Sell |
1,858
-759
| -29% | -$145K | 0.22% | 63 |
|
|
2022
Q3 | $469K | Buy |
2,617
+1,312
| +101% | +$235K | 0.32% | 46 |
|
|
2022
Q2 | $297K | Hold |
1,305
| – | – | 0.18% | 71 |
|
|
2022
Q1 | $297K | Buy |
1,305
+11
| +0.9% | +$2.5K | 0.2% | 63 |
|
|
2021
Q4 | $312K | Buy |
1,294
+3
| +0.2% | +$723 | 0.18% | 71 |
|
|
2021
Q3 | $286K | Sell |
1,291
-44
| -3% | -$9.75K | 0.19% | 72 |
|
|
2021
Q2 | $297K | Sell |
1,335
-22
| -2% | -$4.89K | 0.21% | 68 |
|
|
2021
Q1 | $280K | Buy |
1,357
+3
| +0.2% | +$619 | 0.25% | 63 |
|
|
2020
Q4 | $263K | Buy |
+1,354
| New | +$263K | 0.23% | 65 |
|