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Toth Financial Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History

Toth Financial Advisory’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119K Sell
323
-100
-24% -$35.8K 0.01% 277
2026
Q1 		$136K Sell
423
-179
-30% -$60.1K 0.01% 250
2025
Q4 		$202K Sell
602
-248
-29% -$82.5K 0.02% 217
2025
Q3 		$279K Buy
850
+761
+855% +$240K 0.03% 203
2025
Q2 		$27.1K Buy
+89
New +$25K ﹤0.01% 400
2022
Q4 		– Sell
-10
Closed -$2K – 810
2022
Q3 		$2K Sell
10
-101
-91% -$20.1K ﹤0.01% 660
2022
Q2 		$21K Buy
+111
New +$22.8K ﹤0.01% 368
2020
Q4 		– Sell
-36
Closed -$6K – 648
2020
Q3 		$6K Hold
36
– – ﹤0.01% 422
2020
Q2 		$6K Hold
36
– – ﹤0.01% 401
2020
Q1 		$5K Buy
+36
New +$5.57K ﹤0.01% 334

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return