Column Capital Advisors’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
Q3
$3.56M Buy
430,084
+396
+0.1% +$3.28K 0.52% 28
2023
Q2
$3.59M Buy
429,688
+1,286
+0.3% +$10.8K 0.51% 30
2023
Q1
$3.1M Buy
428,402
+1,527
+0.4% +$11K 0.46% 30
2022
Q4
$2.64M Buy
426,875
+416,695
+4,093% +$2.57M 0.44% 31
2022
Q3
$1.83M Buy
10,180
+1,561
+18% +$280K 0.38% 35
2022
Q2
$1.63M Buy
8,619
+367
+4% +$69.2K 0.31% 38
2022
Q1
$1.88M Buy
8,252
+60
+0.7% +$13.7K 0.34% 33
2021
Q4
$1.98M Buy
8,192
+1,081
+15% +$261K 0.38% 36
2021
Q3
$1.58M Buy
7,111
+316
+5% +$70.2K 0.33% 38
2021
Q2
$1.51M Buy
6,795
+203
+3% +$45.2K 0.32% 38
2021
Q1
$1.36M Buy
6,592
+449
+7% +$92.8K 0.3% 40
2020
Q4
$1.2M Sell
6,143
-1,475
-19% -$287K 0.3% 39
2020
Q3
$1.3M Sell
7,618
-472
-6% -$80.4K 0.4% 28
2020
Q2
$1.27M Sell
8,090
-537
-6% -$84K 0.43% 26
2020
Q1
$1.11M Sell
8,627
-5
-0.1% -$644 0.45% 25
2019
Q4
$1.41M Buy
+8,632
New +$1.41M 0.72% 18