Cascadia Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.04M | Buy |
4,689
+340
| +8% | +$75.5K | 0.21% | 114 |
|
|
2021
Q2 | $969K | Buy |
4,349
+320
| +8% | +$71.3K | 0.21% | 121 |
|
|
2021
Q1 | $833K | Buy |
+4,029
| New | +$833K | 0.18% | 130 |
|
|
2020
Q3 | $909K | Buy |
5,339
+1,641
| +44% | +$279K | 0.25% | 116 |
|
|
2020
Q2 | $579K | Buy |
+3,698
| New | +$579K | 0.18% | 116 |
|
|
2019
Q4 | $602K | Buy |
+3,680
| New | +$602K | 0.17% | 123 |
|