Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $150K | Buy |
529
+1
| +0.2% | +$283 | 0.08% | 108 |
|
|
2024
Q2 | $141K | Hold |
528
| – | – | 0.08% | 105 |
|
|
2024
Q1 | $137K | Buy |
528
+2
| +0.4% | +$519 | 0.08% | 110 |
|
|
2023
Q4 | $125K | Buy |
526
+2
| +0.4% | +$474 | 0.08% | 106 |
|
|
2023
Q3 | $111K | Buy |
524
+2
| +0.4% | +$425 | 0.08% | 105 |
|
|
2023
Q2 | $115K | Buy |
522
+2
| +0.4% | +$441 | 0.09% | 103 |
|
|
2023
Q1 | $106K | Sell |
520
-49
| -9% | -$10K | 0.09% | 108 |
|
|
2022
Q4 | $109K | Buy |
569
+2
| +0.4% | +$383 | 0.09% | 104 |
|
|
2022
Q3 | $102K | Buy |
567
+2
| +0.4% | +$360 | 0.1% | 98 |
|
|
2022
Q2 | $107K | Sell |
565
-16,478
| -97% | -$3.12M | 0.1% | 101 |
|
|
2022
Q1 | $3.88M | Buy |
17,043
+16,414
| +2,610% | +$3.74M | 3.07% | 11 |
|
|
2021
Q4 | $152K | Buy |
+629
| New | +$152K | 0.12% | 94 |
|