Calton & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $628K | Sell |
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|
2022
Q4 | $796K | Buy |
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|
2022
Q3 | $504K | Buy |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $2.18M | Sell |
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|
2021
Q2 | $2.69M | Buy |
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|
2021
Q1 | $657K | Buy |
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|
2020
Q4 | $612K | Sell |
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|
2020
Q3 | $564K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $117K | Buy |
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