Fiduciary Planning’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
Q3 | – | Sell |
-2,014
| Closed | -$539K | – | 64 |
|
|
2024
Q2 | $539K | Buy |
+2,014
| New | +$539K | 0.19% | 44 |
|
|
2021
Q2 | – | Sell |
-21
| Closed | -$4K | – | 266 |
|
|
2021
Q1 | $4K | Sell |
21
-44
| -68% | -$8.38K | 0.01% | 206 |
|
|
2020
Q4 | $13K | Sell |
65
-2
| -3% | -$400 | 0.02% | 138 |
|
|
2020
Q3 | $11K | Buy |
+67
| New | +$11K | 0.02% | 106 |
|
|
2020
Q2 | – | Sell |
-3,551
| Closed | -$458K | – | 49 |
|
|
2020
Q1 | $458K | Sell |
3,551
-54
| -1% | -$6.97K | 0.86% | 25 |
|
|
2019
Q4 | $599K | Buy |
+3,605
| New | +$599K | 0.55% | 31 |
|