TCA
Trifecta Capital Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
9,233
+377
| +4% | +$115K | 0.47% | 48 |
|
|
2025
Q1 | $2.43M | Hold |
8,856
| – | – | 0.51% | 47 |
|
|
2024
Q4 | $2.57M | Buy |
8,856
+2,128
| +32% | +$617K | 0.51% | 49 |
|
|
2024
Q3 | $1.91M | Hold |
6,728
| – | – | 0.4% | 52 |
|
|
2024
Q2 | $1.8M | Buy |
6,728
+1,580
| +31% | +$423K | 0.4% | 51 |
|
|
2024
Q1 | $1.34M | Sell |
5,148
-135
| -3% | -$35.1K | 0.33% | 53 |
|
|
2023
Q4 | $1.25M | Buy |
5,283
+53
| +1% | +$12.6K | 0.35% | 53 |
|
|
2023
Q3 | $1.11M | Hold |
5,230
| – | – | 0.36% | 53 |
|
|
2023
Q2 | $1.15M | Sell |
5,230
-44
| -0.8% | -$9.69K | 0.37% | 52 |
|
|
2023
Q1 | $1.08M | Hold |
5,274
| – | – | 0.38% | 55 |
|
|
2022
Q4 | $1.01M | Buy |
+5,274
| New | +$1.01M | 0.4% | 58 |
|