Altium 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
Q2 | $2.17M | Sell |
11,526
-1,520
| -12% | -$287K | 0.16% | 80 |
|
|
2022
Q1 | $2.97M | Buy |
13,046
+680
| +5% | +$155K | 0.19% | 63 |
|
|
2021
Q4 | $2.99M | Buy |
12,366
+2,538
| +26% | +$613K | 0.19% | 61 |
|
|
2021
Q3 | $2.18M | Buy |
9,828
+1,588
| +19% | +$353K | 0.16% | 74 |
|
|
2021
Q2 | $1.84M | Buy |
8,240
+249
| +3% | +$55.5K | 0.13% | 85 |
|
|
2021
Q1 | $1.65M | Sell |
7,991
-227
| -3% | -$46.9K | 0.13% | 87 |
|
|
2020
Q4 | $1.6M | Buy |
8,218
+2,029
| +33% | +$395K | 0.14% | 83 |
|
|
2020
Q3 | $1.05M | Sell |
6,189
-218
| -3% | -$37.1K | 0.11% | 91 |
|
|
2020
Q2 | $1M | Sell |
6,407
-174
| -3% | -$27.2K | 0.11% | 92 |
|
|
2020
Q1 | $848K | Buy |
6,581
+2,614
| +66% | +$337K | 0.12% | 92 |
|
|
2019
Q4 | $649K | Sell |
3,967
-19
| -0.5% | -$3.11K | 0.08% | 142 |
|
|
2019
Q3 | $602K | Sell |
3,986
-285
| -7% | -$43K | 0.08% | 144 |
|
|
2019
Q2 | $641K | Sell |
4,271
-135
| -3% | -$20.3K | 0.09% | 140 |
|
|
2019
Q1 | $638K | Buy |
4,406
+84
| +2% | +$12.2K | 0.1% | 135 |
|
|
2018
Q4 | $552K | Buy |
4,322
+1,423
| +49% | +$182K | 0.11% | 136 |
|
|
2018
Q3 | $434K | Sell |
2,899
-599
| -17% | -$89.7K | 0.08% | 171 |
|
|
2018
Q2 | $491K | Sell |
3,498
-1,089
| -24% | -$153K | 0.13% | 118 |
|
|
2018
Q1 | $622K | Sell |
4,587
-59
| -1% | -$8K | 0.24% | 69 |
|
|
2017
Q4 | $637K | Buy |
+4,646
| New | +$637K | 0.29% | 62 |
|