Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $633K | Buy |
3,357
+671
| +25% | +$127K | 0.05% | 218 |
|
|
2022
Q1 | $592K | Buy |
2,686
+313
| +13% | +$69K | 0.01% | 231 |
|
|
2021
Q4 | $573K | Sell |
2,373
-57
| -2% | -$13.8K | 0.04% | 252 |
|
|
2021
Q3 | $540K | Sell |
2,430
-49
| -2% | -$10.9K | 0.04% | 261 |
|
|
2021
Q2 | $552K | Sell |
2,479
-63
| -2% | -$14K | 0.04% | 254 |
|
|
2021
Q1 | $525K | Buy |
2,542
+2
| +0.1% | +$413 | 0.04% | 236 |
|
|
2020
Q4 | $494K | Sell |
2,540
-70
| -3% | -$13.6K | 0.04% | 233 |
|
|
2020
Q3 | $444K | Sell |
2,610
-47
| -2% | -$8K | 0.04% | 236 |
|
|
2020
Q2 | $416K | Sell |
2,657
-1,144
| -30% | -$179K | 0.04% | 233 |
|
|
2020
Q1 | $490K | Buy |
3,801
+645
| +20% | +$83.1K | 0.08% | 182 |
|
|
2019
Q4 | $516K | Sell |
3,156
-1,152
| -27% | -$188K | 0.08% | 180 |
|
|
2019
Q3 | $651K | Sell |
4,308
-17
| -0.4% | -$2.57K | 0.1% | 162 |
|
|
2019
Q2 | $649K | Sell |
4,325
-182
| -4% | -$27.3K | 0.1% | 161 |
|
|
2019
Q1 | $652K | Sell |
4,507
-3
| -0.1% | -$434 | 0.09% | 188 |
|
|
2018
Q4 | $576K | Buy |
4,510
+1,258
| +39% | +$161K | 0.09% | 187 |
|
|
2018
Q3 | $487K | Buy |
3,252
+1,202
| +59% | +$180K | 0.05% | 234 |
|
|
2018
Q2 | $288K | Buy |
2,050
+3
| +0.1% | +$421 | 0.04% | 293 |
|
|
2018
Q1 | $278K | Sell |
2,047
-17
| -0.8% | -$2.31K | 0.04% | 313 |
|
|
2017
Q4 | $283K | Sell |
2,064
-57
| -3% | -$7.82K | 0.05% | 279 |
|
|
2017
Q3 | $275K | Buy |
2,121
+3
| +0.1% | +$389 | 0.04% | 307 |
|
|
2017
Q2 | $264K | Buy |
2,118
+53
| +3% | +$6.61K | 0.04% | 316 |
|
|
2017
Q1 | $251K | Buy |
2,065
+3
| +0.1% | +$365 | 0.04% | 323 |
|
|
2016
Q4 | $238K | Sell |
2,062
-246
| -11% | -$28.4K | 0.04% | 326 |
|
|
2016
Q3 | $257K | Sell |
2,308
-83
| -3% | -$9.24K | 0.04% | 309 |
|
|
2016
Q2 | $256K | Sell |
2,391
-55
| -2% | -$5.89K | 0.04% | 294 |
|
|
2016
Q1 | $256K | Buy |
2,446
+473
| +24% | +$49.5K | 0.02% | 279 |
|
|
2015
Q4 | $206K | Buy |
+1,973
| New | +$206K | 0.03% | 316 |
|