Adams Chetwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $353K | Buy |
1,552
+5
| +0.3% | +$1.14K | 0.2% | 64 |
|
|
2021
Q4 | $374K | Sell |
1,547
-47
| -3% | -$11.4K | 0.25% | 61 |
|
|
2021
Q3 | $354K | Sell |
1,594
-24
| -1% | -$5.33K | 0.26% | 63 |
|
|
2021
Q2 | $361K | Buy |
1,618
+35
| +2% | +$7.81K | 0.25% | 66 |
|
|
2021
Q1 | $327K | Sell |
1,583
-14
| -0.9% | -$2.89K | 0.25% | 65 |
|
|
2020
Q4 | $311K | Buy |
1,597
+8
| +0.5% | +$1.56K | 0.26% | 63 |
|
|
2020
Q3 | $271K | Buy |
1,589
+21
| +1% | +$3.58K | 0.26% | 64 |
|
|
2020
Q2 | $245K | Sell |
1,568
-23
| -1% | -$3.59K | 0.25% | 65 |
|
|
2020
Q1 | $235K | Buy |
1,591
+145
| +10% | +$21.4K | 0.28% | 64 |
|
|
2019
Q4 | $237K | Buy |
+1,446
| New | +$237K | 0.24% | 61 |
|