Strategic Financial Partners’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 | $3.12M | Sell |
10,258
-154
| -1% | -$46.8K | 1.45% | 19 |
|
|
2025
Q1 | $2.86M | Sell |
10,412
-467
| -4% | -$128K | 1.51% | 12 |
|
|
2024
Q4 | $3.15M | Sell |
10,879
-22
| -0.2% | -$6.38K | 1.61% | 17 |
|
|
2024
Q3 | $3.09M | Sell |
10,901
-410
| -4% | -$116K | 1.58% | 16 |
|
|
2024
Q2 | $3.03M | Buy |
11,311
+31
| +0.3% | +$8.29K | 1.67% | 14 |
|
|
2024
Q1 | $2.93M | Buy |
11,280
+97
| +0.9% | +$25.2K | 1.62% | 14 |
|
|
2023
Q4 | $2.65M | Sell |
11,183
-66
| -0.6% | -$15.7K | 1.54% | 14 |
|
|
2023
Q3 | $2.39M | Sell |
11,249
-104
| -0.9% | -$22.1K | 1.45% | 16 |
|
|
2023
Q2 | $2.5M | Sell |
11,353
-284
| -2% | -$62.6K | 1.42% | 15 |
|
|
2023
Q1 | $2.38M | Buy |
11,637
+77
| +0.7% | +$15.7K | 1.45% | 15 |
|
|
2022
Q4 | $2.21M | Buy |
11,560
+82
| +0.7% | +$15.7K | 1.35% | 15 |
|
|
2022
Q3 | $2.06M | Sell |
11,478
-565
| -5% | -$101K | 1.31% | 16 |
|
|
2022
Q2 | $2.27M | Sell |
12,043
-261
| -2% | -$49.2K | 1.33% | 16 |
|
|
2022
Q1 | $2.8M | Buy |
12,304
+112
| +0.9% | +$25.5K | 1.43% | 14 |
|
|
2021
Q4 | $2.94M | Buy |
12,192
+17
| +0.1% | +$4.11K | 1.45% | 14 |
|
|
2021
Q3 | $2.7M | Sell |
12,175
-555
| -4% | -$123K | 1.45% | 14 |
|
|
2021
Q2 | $2.84M | Sell |
12,730
-227
| -2% | -$50.6K | 1.57% | 13 |
|
|
2021
Q1 | $2.68M | Buy |
12,957
+100
| +0.8% | +$20.7K | 1.59% | 13 |
|
|
2020
Q4 | $2.5M | Sell |
12,857
-106
| -0.8% | -$20.6K | 1.64% | 13 |
|
|
2020
Q3 | $2.21M | Sell |
12,963
-2,112
| -14% | -$360K | 1.73% | 14 |
|
|
2020
Q2 | $2.36M | Sell |
15,075
-885
| -6% | -$139K | 1.96% | 14 |
|
|
2020
Q1 | $2.06M | Sell |
15,960
-4,655
| -23% | -$600K | 2.19% | 12 |
|
|
2019
Q4 | $3.37M | Buy |
+20,615
| New | +$3.37M | 2.76% | 11 |
|