DHFB
Dixon Hubard Feinour & Brown’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $12.1M | Sell |
64,130
-3,908
| -6% | -$737K | 1.44% | 14 |
|
|
2022
Q1 | $15.5M | Buy |
68,038
+772
| +1% | +$176K | 1.55% | 13 |
|
|
2021
Q4 | $16.2M | Buy |
+67,266
| New | +$16.2M | 1.56% | 13 |
|
|
2020
Q1 | – | Sell |
-8,727
| Closed | -$1.43M | – | 186 |
|
|
2019
Q4 | $1.43M | Buy |
8,727
+1,390
| +19% | +$227K | 0.37% | 63 |
|
|
2019
Q3 | $1.11M | Buy |
7,337
+20
| +0.3% | +$3.02K | 0.31% | 75 |
|
|
2019
Q2 | $1.1M | Hold |
7,317
| – | – | 0.31% | 73 |
|
|
2019
Q1 | $1.06M | Buy |
+7,317
| New | +$1.06M | 0.32% | 78 |
|