CPR Investments’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 | – | Sell |
-912
| Closed | -$201K | – | 41 |
|
|
2023
Q2 | $201K | Sell |
912
-2,040
| -69% | -$449K | 0.19% | 36 |
|
|
2023
Q1 | $530K | Hold |
2,952
| – | – | 0.51% | 24 |
|
|
2022
Q4 | $564K | Hold |
2,952
| – | – | 0.56% | 26 |
|
|
2022
Q3 | $530K | Buy |
+2,952
| New | +$530K | 0.68% | 19 |
|
|
2022
Q2 | – | Sell |
-4,202
| Closed | -$957K | – | 88 |
|
|
2022
Q1 | $957K | Buy |
+4,202
| New | +$957K | 0.79% | 16 |
|