Aureus Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,911
| Closed | -$360K | – | 184 |
|
|
2022
Q2 | $360K | Hold |
1,911
| – | – | 0.03% | 144 |
|
|
2022
Q1 | $435K | Buy |
+1,911
| New | +$435K | 0.03% | 156 |
|
|
2015
Q3 | – | Sell |
-1,992
| Closed | -$213K | – | 175 |
|
|
2015
Q2 | $213K | Hold |
1,992
| – | – | 0.04% | 161 |
|
|
2015
Q1 | $214K | Sell |
1,992
-68
| -3% | -$7.31K | 0.05% | 143 |
|
|
2014
Q4 | $218K | Buy |
+2,060
| New | +$218K | 0.05% | 127 |
|