Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.95M | Buy |
10,850
+2,919
| +37% | +$524K | 0.17% | 82 |
|
|
2022
Q2 | $1.5M | Buy |
7,931
+276
| +4% | +$52.1K | 0.12% | 91 |
|
|
2022
Q1 | $1.74M | Sell |
7,655
-3,715
| -33% | -$846K | 0.13% | 90 |
|
|
2021
Q4 | $2.75M | Buy |
11,370
+85
| +0.8% | +$20.5K | 0.2% | 79 |
|
|
2021
Q3 | $2.51M | Buy |
11,285
+1,553
| +16% | +$345K | 0.2% | 79 |
|
|
2021
Q2 | $2.17M | Buy |
9,732
+2,083
| +27% | +$464K | 0.18% | 81 |
|
|
2021
Q1 | $1.58M | Sell |
7,649
-526
| -6% | -$109K | 0.15% | 84 |
|
|
2020
Q4 | $1.59M | Sell |
8,175
-442
| -5% | -$86K | 0.16% | 81 |
|
|
2020
Q3 | $1.47M | Buy |
8,617
+422
| +5% | +$71.9K | 0.17% | 78 |
|
|
2020
Q2 | $1.28M | Sell |
8,195
-257
| -3% | -$40.2K | 0.17% | 70 |
|
|
2020
Q1 | $1.09M | Buy |
8,452
+1,151
| +16% | +$148K | 0.17% | 65 |
|
|
2019
Q4 | $1.2M | Sell |
7,301
-786
| -10% | -$129K | 0.15% | 78 |
|
|
2019
Q3 | $1.22M | Buy |
8,087
+9
| +0.1% | +$1.36K | 0.17% | 72 |
|
|
2019
Q2 | $1.21M | Buy |
8,078
+8
| +0.1% | +$1.2K | 0.17% | 70 |
|
|
2019
Q1 | $1.19M | Sell |
8,070
-91
| -1% | -$13.4K | 0.17% | 72 |
|
|
2018
Q4 | $1.04M | Buy |
8,161
+89
| +1% | +$11.4K | 0.18% | 66 |
|
|
2018
Q3 | $1.21M | Buy |
8,072
+262
| +3% | +$39.2K | 0.19% | 65 |
|
|
2018
Q2 | $1.1M | Buy |
7,810
+1,008
| +15% | +$142K | 0.18% | 68 |
|
|
2018
Q1 | $923K | Sell |
6,802
-7
| -0.1% | -$950 | 0.16% | 68 |
|
|
2017
Q4 | $934K | Buy |
6,809
+56
| +0.8% | +$7.68K | 0.16% | 68 |
|
|
2017
Q3 | $875K | Buy |
6,753
+2,642
| +64% | +$342K | 0.15% | 66 |
|
|
2017
Q2 | $512K | Buy |
4,111
+756
| +23% | +$94.2K | 0.09% | 87 |
|
|
2017
Q1 | $407K | Buy |
+3,355
| New | +$407K | 0.08% | 93 |
|