BT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.76M | Hold |
9,312
| – | – | 0.49% | 17 |
|
|
2022
Q1 | $2.12M | Sell |
9,312
-42
| -0.4% | -$9.56K | 0.55% | 16 |
|
|
2021
Q4 | $2.26M | Hold |
9,354
| – | – | 0.61% | 15 |
|
|
2021
Q3 | $2.08M | Sell |
9,354
-2,269
| -20% | -$504K | 0.65% | 15 |
|
|
2021
Q2 | $2.59M | Hold |
11,623
| – | – | 0.79% | 15 |
|
|
2021
Q1 | $2.4M | Buy |
11,623
+1
| +0% | +$207 | 0.8% | 16 |
|
|
2020
Q4 | $2.26M | Buy |
11,622
+42
| +0.4% | +$8.17K | 0.84% | 15 |
|
|
2020
Q3 | $1.97M | Buy |
11,580
+12
| +0.1% | +$2.04K | 0.86% | 15 |
|
|
2020
Q2 | $1.81M | Sell |
11,568
-657
| -5% | -$103K | 0.92% | 12 |
|
|
2020
Q1 | $1.58M | Buy |
+12,225
| New | +$1.58M | 0.9% | 14 |
|