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 |
|