Financial Planning & Information Services’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 |
-940
| Closed | -$244K | – | 89 |
|
|
2024
Q1 | $244K | Sell |
940
-12
| -1% | -$3.12K | 0.04% | 76 |
|
|
2023
Q4 | $226K | Sell |
952
-2
| -0.2% | -$474 | 0.04% | 77 |
|
|
2023
Q3 | $203K | Sell |
954
-1
| -0.1% | -$212 | 0.04% | 81 |
|
|
2023
Q2 | $210K | Sell |
955
-104
| -10% | -$22.9K | 0.04% | 83 |
|
|
2023
Q1 | $216K | Buy |
+1,059
| New | +$216K | 0.04% | 82 |
|
|
2022
Q2 | – | Sell |
-891
| Closed | -$203K | – | 81 |
|
|
2022
Q1 | $203K | Sell |
891
-130
| -13% | -$29.6K | 0.05% | 81 |
|
|
2021
Q4 | $247K | Buy |
1,021
+6
| +0.6% | +$1.45K | 0.06% | 70 |
|
|
2021
Q3 | $225K | Sell |
1,015
-13
| -1% | -$2.88K | 0.06% | 70 |
|
|
2021
Q2 | $229K | Buy |
+1,028
| New | +$229K | 0.07% | 66 |
|