D. Scott Neal’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
Q2 | – | Sell |
-3,104
| Closed | -$634K | – | 71 |
|
|
2023
Q1 | $634K | Buy |
+3,104
| New | +$634K | 0.35% | 30 |
|
|
2017
Q4 | – | Sell |
-8,794
| Closed | -$1.14M | – | 194 |
|
|
2017
Q3 | $1.14M | Sell |
8,794
-147
| -2% | -$19K | 0.69% | 19 |
|
|
2017
Q2 | $1.11M | Sell |
8,941
-329
| -4% | -$41K | 0.76% | 18 |
|
|
2017
Q1 | $1.13M | Sell |
9,270
-18,622
| -67% | -$2.26M | 0.72% | 19 |
|
|
2016
Q4 | $3.22M | Buy |
27,892
+2,650
| +10% | +$306K | 2.29% | 11 |
|
|
2016
Q3 | $2.81M | Buy |
+25,242
| New | +$2.81M | 2.21% | 11 |
|