FinTrust Capital Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $805K | Sell |
|
|||||
|
2024
Q2 | $948K | Buy |
|
|||||
|
2024
Q1 | $915K | Buy |
|
|||||
|
2023
Q4 | $833K | Sell |
|
|||||
|
2023
Q3 | $751K | Sell |
|
|||||
|
2023
Q2 | $1.02M | Hold |
|
|||||
|
2023
Q1 | $1.02M | Hold |
|
|||||
|
2022
Q4 | $1.02M | Buy |
|
|||||
|
2022
Q3 | $101K | Buy |
|
|||||
|
2022
Q2 | $97K | Hold |
|
|||||
|
2022
Q1 | $111K | Buy |
|
|||||
|
2021
Q4 | $118K | Sell |
|
|||||
|
2021
Q3 | $110K | Buy |
|
|||||
|
2021
Q2 | $109K | Buy |
|
|||||
|
2021
Q1 | $100K | Sell |
|
|||||
|
2020
Q4 | $119K | Buy |
|
|||||
|
2020
Q3 | $82 | Sell |
|
|||||
|
2020
Q2 | $78K | Hold |
|
|||||
|
2020
Q1 | $65K | Sell |
|
|||||
|
2019
Q4 | $84K | Hold |
|
|||||
|
2019
Q3 | $77K | Buy |
|
|||||
|
2019
Q2 | $32K | Hold |
|
|||||
|
2019
Q1 | $30K | Hold |
|
|||||
|
2018
Q4 | $27K | Buy |
|