EA
Ellsworth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,442
| Closed | -$342K | – | 202 |
|
|
2023
Q4 | $342K | Buy |
1,442
+1
| +0.1% | +$237 | 0.11% | 144 |
|
|
2023
Q3 | $304K | Sell |
1,441
-44
| -3% | -$9.29K | 0.11% | 145 |
|
|
2023
Q2 | $327K | Buy |
1,485
+27
| +2% | +$5.95K | 0.11% | 140 |
|
|
2023
Q1 | $298K | Buy |
1,458
+277
| +23% | +$56.5K | 0.1% | 137 |
|
|
2022
Q4 | $232K | Buy |
+1,181
| New | +$232K | 0.09% | 154 |
|