Security Financial Services’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 | $1.66M | Buy |
5,471
+48
| +0.9% | +$14.6K | 0.29% | 56 |
|
2025
Q1 | $1.49M | Sell |
5,423
-170
| -3% | -$46.7K | 0.3% | 60 |
|
2024
Q4 | $1.62M | Sell |
5,593
-54
| -1% | -$15.6K | 0.33% | 51 |
|
2024
Q3 | $1.6M | Sell |
5,647
-288
| -5% | -$81.5K | 0.33% | 49 |
|
2024
Q2 | $1.59M | Sell |
5,935
-319
| -5% | -$85.3K | 0.35% | 47 |
|
2024
Q1 | $1.63M | Sell |
6,254
-137
| -2% | -$35.6K | 0.37% | 50 |
|
2023
Q4 | $1.52M | Sell |
6,391
-72
| -1% | -$17.1K | 0.37% | 50 |
|
2023
Q3 | $1.37M | Sell |
6,463
-1,301
| -17% | -$276K | 0.39% | 50 |
|
2023
Q2 | $1.71M | Sell |
7,764
-217
| -3% | -$47.8K | 0.49% | 42 |
|
2023
Q1 | $1.63M | Sell |
7,981
-184
| -2% | -$37.6K | 0.5% | 42 |
|
2022
Q4 | $1.56M | Buy |
8,165
+14
| +0.2% | +$2.68K | 0.48% | 49 |
|
2022
Q3 | $1.46M | Sell |
8,151
-32
| -0.4% | -$5.74K | 0.5% | 47 |
|
2022
Q2 | $1.54M | Sell |
8,183
-3,332
| -29% | -$628K | 0.49% | 50 |
|
2022
Q1 | $2.62M | Sell |
11,515
-819
| -7% | -$186K | 0.83% | 30 |
|
2021
Q4 | $2.98M | Buy |
+12,334
| New | +$2.98M | 0.99% | 26 |
|