BIA
Bigelow Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-840
| Closed | -$238K | – | 157 |
|
|
2024
Q3 | $238K | Hold |
840
| – | – | 0.11% | 148 |
|
|
2024
Q2 | $225K | Sell |
840
-206
| -20% | -$55.1K | 0.11% | 148 |
|
|
2024
Q1 | $272K | Buy |
1,046
+181
| +21% | +$47K | 0.13% | 139 |
|
|
2023
Q4 | $205K | Buy |
+865
| New | +$205K | 0.11% | 148 |
|
|
2022
Q1 | – | Sell |
-840
| Closed | -$203K | – | 152 |
|
|
2021
Q4 | $203K | Buy |
+840
| New | +$203K | 0.09% | 142 |
|