Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,621
| Closed | -$1.3M | – | 442 |
|
|
2022
Q1 | $1.3M | Sell |
5,621
-124
| -2% | -$28.6K | 0.89% | 17 |
|
|
2021
Q4 | $1.39M | Sell |
5,745
-105
| -2% | -$25.4K | 0.95% | 14 |
|
|
2021
Q3 | $1.3M | Sell |
5,850
-225
| -4% | -$50K | 0.95% | 15 |
|
|
2021
Q2 | $1.35M | Buy |
6,075
+132
| +2% | +$29.4K | 1.02% | 13 |
|
|
2021
Q1 | $1.23M | Hold |
5,943
| – | – | 1.01% | 15 |
|
|
2020
Q4 | $1.16M | Buy |
+5,943
| New | +$1.16M | 1.04% | 14 |
|