Connective Portfolio 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
Q1 | – | Sell |
-4,185
| Closed | -$800K | – | 52 |
|
|
2022
Q4 | $800K | Sell |
4,185
-740
| -15% | -$141K | 1.71% | 27 |
|
|
2022
Q3 | $522K | Buy |
4,925
+740
| +18% | +$78.4K | 1.66% | 26 |
|
|
2022
Q2 | $384K | Sell |
4,185
-1,410
| -25% | -$129K | 0.66% | 40 |
|
|
2022
Q1 | $1.27M | Sell |
5,595
-2,550
| -31% | -$581K | 2.72% | 14 |
|
|
2021
Q4 | $1.97M | Buy |
+8,145
| New | +$1.97M | 3.45% | 6 |
|