AMR
Asset Management Resources’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.17M | Sell |
30,239
-740
| -2% | -$176K | 4.08% | 7 |
|
|
2023
Q3 | $6.58M | Sell |
30,979
-686
| -2% | -$146K | 4.09% | 7 |
|
|
2023
Q2 | $6.98M | Sell |
31,665
-463
| -1% | -$102K | 4.24% | 8 |
|
|
2023
Q1 | $6.56M | Sell |
32,128
-35,718
| -53% | -$7.29M | 4.18% | 8 |
|
|
2022
Q4 | $13M | Sell |
67,846
-5,496
| -7% | -$1.05M | 8.81% | 4 |
|
|
2022
Q3 | $13.2M | Sell |
73,342
-4,600
| -6% | -$826K | 12.88% | 2 |
|
|
2022
Q2 | $14.7M | Sell |
77,942
-927
| -1% | -$175K | 12.49% | 2 |
|
|
2022
Q1 | $18M | Buy |
78,869
+15,005
| +23% | +$3.42M | 14.52% | 2 |
|
|
2021
Q4 | $15.4M | Buy |
+63,864
| New | +$15.4M | 13.49% | 2 |
|