Cardinal Point Wealth Management Partners’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
Q1 | $96.8M | Buy |
474,065
+25,791
| +6% | +$5.26M | 29.4% | 1 |
|
|
2022
Q4 | $85.7M | Buy |
448,274
+92,025
| +26% | +$17.6M | 29.59% | 1 |
|
|
2022
Q3 | $65M | Buy |
356,249
+22,231
| +7% | +$4.05M | 31.02% | 1 |
|
|
2022
Q2 | $63M | Buy |
334,018
+37,367
| +13% | +$7.05M | 30.21% | 1 |
|
|
2022
Q1 | $67.5M | Buy |
296,651
+18,324
| +7% | +$4.17M | 30.11% | 1 |
|
|
2021
Q4 | $67.2M | Buy |
+278,327
| New | +$67.2M | 29.13% | 1 |
|