Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $20K | Hold |
|
|||||
|
2022
Q1 | $23K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $5.11M | Buy |
|
|||||
|
2021
Q2 | $5.09M | Sell |
|
|||||
|
2021
Q1 | $4.88M | Sell |
|
|||||
|
2020
Q4 | $6.77M | Buy |
|
|||||
|
2020
Q3 | $4.86M | Sell |
|
|||||
|
2020
Q2 | $5.22M | Buy |
|
|||||
|
2020
Q1 | $441K | Sell |
|
|||||
|
2019
Q4 | $6.48M | Buy |
|
|||||
|
2019
Q3 | $5.43M | Sell |
|
|||||
|
2019
Q2 | $6.02M | Buy |
|
|||||
|
2019
Q1 | $4.77M | Sell |
|
|||||
|
2018
Q4 | $6.75M | Buy |
|
|||||
|
2018
Q3 | $2.07M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $54K | Buy |
|