DHK Financial Advisors’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
Q2 | – | Sell |
-11,544
| Closed | -$3M | – | 101 |
|
|
2024
Q1 | $3M | Sell |
11,544
-1,699
| -13% | -$442K | 2.12% | 10 |
|
|
2023
Q4 | $3.14M | Buy |
13,243
+6
| +0% | +$1.42K | 2.36% | 12 |
|
|
2023
Q3 | $2.81M | Sell |
13,237
-419
| -3% | -$89K | 2.51% | 11 |
|
|
2023
Q2 | $3.01M | Buy |
13,656
+12,272
| +887% | +$2.7M | 2.56% | 11 |
|
|
2023
Q1 | $282K | Sell |
1,384
-13,086
| -90% | -$2.67M | 0.35% | 38 |
|
|
2022
Q4 | $2.77M | Buy |
14,470
+309
| +2% | +$59.1K | 3.85% | 8 |
|
|
2022
Q3 | $2.54M | Buy |
14,161
+12,459
| +732% | +$2.24M | 4.17% | 8 |
|
|
2022
Q2 | $321K | Buy |
1,702
+6
| +0.4% | +$1.13K | 0.31% | 36 |
|
|
2022
Q1 | $386K | Buy |
1,696
+4
| +0.2% | +$910 | 0.33% | 32 |
|
|
2021
Q4 | $409K | Buy |
+1,692
| New | +$409K | 0.39% | 30 |
|