Contravisory Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-190
| Closed | -$45.1K | – | 394 |
|
2023
Q4 | $45.1K | Sell |
190
-50
| -21% | -$11.9K | 0.01% | 226 |
|
2023
Q3 | $51K | Buy |
+240
| New | +$51K | 0.01% | 230 |
|
2017
Q2 | – | Sell |
-92
| Closed | -$11K | – | 264 |
|
2017
Q1 | $11K | Sell |
92
-64
| -41% | -$7.65K | ﹤0.01% | 216 |
|
2016
Q4 | $18K | Buy |
156
+32
| +26% | +$3.69K | 0.01% | 188 |
|
2016
Q3 | $14K | Buy |
+124
| New | +$14K | ﹤0.01% | 187 |
|