Camelot Portfolios’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
2024
Q3
Sell
-1
Closed -$206 567
2024
Q2
$206 Buy
+1
New +$206 ﹤0.01% 581
2018
Q3
Sell
-2,127
Closed -$299K 227
2018
Q2
$299K Sell
2,127
-10
-0.5% -$1.41K 0.13% 161
2018
Q1
$290K Buy
2,137
+227
+12% +$30.8K 0.14% 151
2017
Q4
$262K Buy
+1,910
New +$262K 0.12% 142