Dumont & Blake Investment 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 |
-786
| Closed | -$204K | – | 205 |
|
|
2024
Q1 | $204K | Buy |
+786
| New | +$204K | 0.06% | 189 |
|
|
2014
Q1 | – | Sell |
-2,729
| Closed | -$262K | – | 153 |
|
|
2013
Q4 | $262K | Sell |
2,729
-4,812
| -64% | -$462K | 0.14% | 129 |
|
|
2013
Q3 | $661K | Sell |
7,541
-147
| -2% | -$12.9K | 0.31% | 108 |
|
|
2013
Q2 | $636K | Buy |
+7,688
| New | +$636K | 0.38% | 94 |
|