DA
Doliver Advisors’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 | – | Sell |
-13,286
| Closed | -$2.93M | – | 164 |
|
|
2023
Q2 | $2.93M | Buy |
13,286
+4,558
| +52% | +$1M | 0.89% | 13 |
|
|
2023
Q1 | $1.78M | Sell |
8,728
-950
| -10% | -$194K | 0.56% | 25 |
|
|
2022
Q4 | $1.85M | Buy |
+9,678
| New | +$1.85M | 0.61% | 23 |
|
|
2022
Q3 | – | Sell |
-8,682
| Closed | -$1.64M | – | 171 |
|
|
2022
Q2 | $1.64M | Sell |
8,682
-3,113
| -26% | -$587K | 0.58% | 26 |
|
|
2022
Q1 | $2.69M | Buy |
+11,795
| New | +$2.69M | 0.85% | 15 |
|
|
2021
Q4 | – | Sell |
-2,747
| Closed | -$610K | – | 181 |
|
|
2021
Q3 | $610K | Sell |
2,747
-9,762
| -78% | -$2.17M | 0.21% | 83 |
|
|
2021
Q2 | $2.79M | Sell |
12,509
-5,875
| -32% | -$1.31M | 0.92% | 16 |
|
|
2021
Q1 | $3.8M | Buy |
+18,384
| New | +$3.8M | 1.41% | 7 |
|