AFC
Adaptive Financial Consulting’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,006
| Closed | -$229K | – | 19 |
|
|
2022
Q1 | $229K | Buy |
+1,006
| New | +$229K | 0.13% | 17 |
|
|
2020
Q4 | – | Sell |
-1,695
| Closed | -$289K | – | 18 |
|
|
2020
Q3 | $289K | Hold |
1,695
| – | – | 0.23% | 17 |
|
|
2020
Q2 | $265K | Sell |
1,695
-569
| -25% | -$89K | 0.23% | 17 |
|
|
2020
Q1 | $292K | Buy |
2,264
+569
| +34% | +$73.4K | 0.3% | 21 |
|
|
2019
Q4 | $277K | Buy |
+1,695
| New | +$277K | 0.27% | 22 |
|