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