DT
Daniels + Tansey’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $258K | Buy |
2,033
+888
| +78% | +$113K | 0.09% | 21 |
|
|
2023
Q2 | $252K | Hold |
1,145
| – | – | 0.08% | 21 |
|
|
2023
Q1 | $234K | Hold |
1,145
| – | – | 0.08% | 23 |
|
|
2022
Q4 | $219K | Hold |
1,145
| – | – | 0.08% | 24 |
|
|
2022
Q3 | $205K | Hold |
1,145
| – | – | 0.08% | 28 |
|
|
2022
Q2 | $215K | Sell |
1,145
-2,036
| -64% | -$382K | 0.08% | 29 |
|
|
2022
Q1 | $724K | Sell |
3,181
-98
| -3% | -$22.3K | 0.24% | 19 |
|
|
2021
Q4 | $791K | Hold |
3,279
| – | – | 0.24% | 19 |
|
|
2021
Q3 | $728K | Hold |
3,279
| – | – | 0.25% | 19 |
|
|
2021
Q2 | $745K | Sell |
3,279
-276
| -8% | -$62.7K | 0.26% | 19 |
|
|
2021
Q1 | $734K | Buy |
+3,555
| New | +$734K | 0.29% | 19 |
|