Daniels + Tansey’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $219K | Hold |
|
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|
2022
Q3 | $205K | Hold |
|
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|
2022
Q2 | $215K | Sell |
|
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|
2022
Q1 | $724K | Sell |
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|
2021
Q4 | $791K | Hold |
|
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|
2021
Q3 | $728K | Hold |
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|
2021
Q2 | $745K | Sell |
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|
2021
Q1 | $734K | Buy |
|