Briggs Advisory Group’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
Q3 | $6.25M | Sell |
29,434
-4,135
| -12% | -$878K | 3.58% | 8 |
|
|
2023
Q2 | $7.39M | Sell |
33,569
-1,143
| -3% | -$252K | 4.13% | 6 |
|
|
2023
Q1 | $7.08M | Sell |
34,712
-358
| -1% | -$73.1K | 4.2% | 6 |
|
|
2022
Q4 | $6.71M | Buy |
35,070
+17,907
| +104% | +$3.42M | 4.27% | 6 |
|
|
2022
Q3 | $3.08M | Buy |
17,163
+5,955
| +53% | +$1.07M | 2.31% | 9 |
|
|
2022
Q2 | $2.11M | Buy |
11,208
+7,634
| +214% | +$1.44M | 1.54% | 11 |
|
|
2022
Q1 | $814K | Buy |
3,574
+1,048
| +41% | +$239K | 0.54% | 25 |
|
|
2021
Q4 | $610K | Buy |
+2,526
| New | +$610K | 0.42% | 31 |
|