Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $505K | Hold |
2,274
| – | – | 0.29% | 19 |
|
|
2021
Q2 | $507K | Sell |
2,274
-23
| -1% | -$5.13K | 0.29% | 18 |
|
|
2021
Q1 | $475K | Buy |
2,297
+23
| +1% | +$4.76K | 0.29% | 18 |
|
|
2020
Q4 | $443K | Hold |
2,274
| – | – | 0.28% | 18 |
|
|
2020
Q3 | $387K | Sell |
2,274
-3,706
| -62% | -$631K | 0.3% | 18 |
|
|
2020
Q2 | $936K | Buy |
5,980
+5,820
| +3,638% | +$911K | 0.75% | 14 |
|
|
2020
Q1 | $21K | Hold |
160
| – | – | 0.02% | 105 |
|
|
2019
Q4 | $26K | Buy |
+160
| New | +$26K | 0.02% | 110 |
|