Curi Wealth 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 |
-1,566
| Closed | -$371K | – | 150 |
|
|
2023
Q4 | $371K | Buy |
1,566
+416
| +36% | +$98.7K | 0.05% | 102 |
|
|
2023
Q3 | $244K | Sell |
1,150
-101
| -8% | -$21.5K | 0.04% | 133 |
|
|
2023
Q2 | $275K | Sell |
1,251
-281
| -18% | -$61.9K | 0.04% | 134 |
|
|
2023
Q1 | $313K | Sell |
1,532
-1,539
| -50% | -$314K | 0.04% | 118 |
|
|
2022
Q4 | $587K | Buy |
3,071
+422
| +16% | +$80.7K | 0.08% | 107 |
|
|
2022
Q3 | $475K | Buy |
2,649
+1,730
| +188% | +$310K | 0.08% | 105 |
|
|
2022
Q2 | $173K | Buy |
919
+814
| +775% | +$153K | 0.03% | 129 |
|
|
2022
Q1 | $23K | Buy |
105
+43
| +69% | +$9.42K | ﹤0.01% | 271 |
|
|
2021
Q4 | $15K | Buy |
+62
| New | +$15K | ﹤0.01% | 277 |
|
|
2021
Q1 | – | Sell |
-19
| Closed | -$3K | – | 480 |
|
|
2020
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 325 |
|