Connectus Wealth’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
2024
Q1
$851K Sell
3,276
-28,327
-90% -$7.36M 0.02% 244
2023
Q4
$7.17M Sell
31,603
-1,483
-4% -$337K 0.15% 138
2023
Q3
$7M Buy
33,086
+911
+3% +$193K 0.16% 140
2023
Q2
$7.09M Buy
32,175
+715
+2% +$158K 0.16% 120
2023
Q1
$6.42M Sell
31,460
-199
-0.6% -$40.6K 0.16% 129
2022
Q4
$6.05M Buy
31,659
+617
+2% +$118K 0.14% 130
2022
Q3
$5.57M Buy
31,042
+26,122
+531% +$4.69M 0.12% 172
2022
Q2
$928K Buy
4,920
+2,441
+98% +$460K 0.02% 283
2022
Q1
$599K Buy
+2,479
New +$599K 0.02% 296