Capital 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
2023
Q2
Sell
-1,000
Closed -$204K 73
2023
Q1
$204K Buy
+1,000
New +$204K 0.05% 68
2022
Q2
Sell
-1,000
Closed -$228K 79
2022
Q1
$228K Hold
1,000
0.05% 73
2021
Q4
$241K Hold
1,000
0.05% 78
2021
Q3
$222K Hold
1,000
0.05% 80
2021
Q2
$223K Hold
1,000
0.05% 77
2021
Q1
$207K Buy
+1,000
New +$207K 0.05% 76
2019
Q2
Sell
-1,450
Closed -$210K 85
2019
Q1
$210K Buy
+1,450
New +$210K 0.06% 79
2018
Q4
Sell
-1,450
Closed -$217K 85
2018
Q3
$217K Buy
+1,450
New +$217K 0.06% 78