Dixon Fnancial Services’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
Q4 | – | Sell |
-1,350
| Closed | -$287K | – | 29 |
|
|
2023
Q3 | $287K | Sell |
1,350
-562
| -29% | -$119K | 0.19% | 19 |
|
|
2023
Q2 | $421K | Buy |
1,912
+62
| +3% | +$13.7K | 0.27% | 14 |
|
|
2023
Q1 | $378K | Hold |
1,850
| – | – | 0.26% | 15 |
|
|
2022
Q4 | $354K | Hold |
1,850
| – | – | 0.25% | 16 |
|
|
2022
Q3 | $332K | Hold |
1,850
| – | – | 0.26% | 16 |
|
|
2022
Q2 | $349K | Hold |
1,850
| – | – | 0.25% | 16 |
|
|
2022
Q1 | $421K | Hold |
1,850
| – | – | 0.32% | 15 |
|
|
2021
Q4 | $447K | Buy |
+1,850
| New | +$447K | 0.33% | 15 |
|