BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.98M | Buy |
8,973
+558
| +7% | +$123K | 0.23% | 93 |
|
|
2023
Q1 | $1.72M | Buy |
8,415
+395
| +5% | +$80.6K | 0.21% | 94 |
|
|
2022
Q4 | $1.53M | Buy |
8,020
+286
| +4% | +$54.7K | 0.19% | 103 |
|
|
2022
Q3 | $1.39M | Sell |
7,734
-47
| -0.6% | -$8.44K | 0.18% | 106 |
|
|
2022
Q2 | $1.47M | Buy |
7,781
+58
| +0.8% | +$10.9K | 0.18% | 102 |
|
|
2022
Q1 | $1.76M | Buy |
7,723
+687
| +10% | +$156K | 0.19% | 97 |
|
|
2021
Q4 | $1.7M | Sell |
7,036
-70
| -1% | -$16.9K | 0.18% | 101 |
|
|
2021
Q3 | $1.58M | Buy |
7,106
+120
| +2% | +$26.6K | 0.17% | 101 |
|
|
2021
Q2 | $1.56M | Buy |
6,986
+722
| +12% | +$161K | 0.17% | 102 |
|
|
2021
Q1 | $1.3M | Sell |
6,264
-266
| -4% | -$55K | 0.15% | 112 |
|
|
2020
Q4 | $1.27M | Buy |
6,530
+109
| +2% | +$21.2K | 0.18% | 90 |
|
|
2020
Q3 | $1.09M | Buy |
6,421
+3,018
| +89% | +$514K | 0.18% | 87 |
|
|
2020
Q2 | $533K | Buy |
3,403
+34
| +1% | +$5.33K | 0.09% | 124 |
|
|
2020
Q1 | $434K | Sell |
3,369
-82
| -2% | -$10.6K | 0.09% | 128 |
|
|
2019
Q4 | $565K | Buy |
3,451
+271
| +9% | +$44.4K | 0.15% | 108 |
|
|
2019
Q3 | $480K | Sell |
3,180
-319
| -9% | -$48.2K | 0.12% | 119 |
|
|
2019
Q2 | $525K | Sell |
3,499
-465
| -12% | -$69.8K | 0.14% | 109 |
|
|
2019
Q1 | $574K | Buy |
3,964
+377
| +11% | +$54.6K | 0.17% | 102 |
|
|
2018
Q4 | $458K | Buy |
3,587
+108
| +3% | +$13.8K | 0.16% | 100 |
|
|
2018
Q3 | $521K | Buy |
3,479
+165
| +5% | +$24.7K | 0.17% | 94 |
|
|
2018
Q2 | $465K | Buy |
3,314
+446
| +16% | +$62.6K | 0.16% | 97 |
|
|
2018
Q1 | $389K | Buy |
2,868
+153
| +6% | +$20.8K | 0.15% | 98 |
|
|
2017
Q4 | $373K | Buy |
2,715
+20
| +0.7% | +$2.75K | 0.17% | 92 |
|
|
2017
Q3 | $349K | Sell |
2,695
-50
| -2% | -$6.48K | 0.17% | 83 |
|
|
2017
Q2 | $342K | Buy |
+2,745
| New | +$342K | 0.15% | 100 |
|