CIA
CSat Investment Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-553,138
| Closed | -$94.2M | – | 957 |
|
|
2020
Q3 | $94.2M | Buy |
553,138
+144,144
| +35% | +$24.5M | 8.38% | 1 |
|
|
2020
Q2 | $64M | Buy |
+408,994
| New | +$64M | 7.76% | 2 |
|
|
2020
Q1 | – | Sell |
-25,350
| Closed | -$4.15M | – | 1081 |
|
|
2019
Q4 | $4.15M | Buy |
+25,350
| New | +$4.15M | 1.09% | 5 |
|