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 |
|