Global Wealth Management Investment Advisory’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
Q1 | – | Sell |
-46
| Closed | -$10.9K | – | 433 |
|
|
2023
Q4 | $10.9K | Hold |
46
| – | – | ﹤0.01% | 284 |
|
|
2023
Q3 | $9.77K | Hold |
46
| – | – | ﹤0.01% | 293 |
|
|
2023
Q2 | $10.1K | Buy |
+46
| New | +$10.1K | ﹤0.01% | 292 |
|
|
2020
Q4 | – | Sell |
-95
| Closed | -$16K | – | 515 |
|
|
2020
Q3 | $16K | Sell |
95
-591
| -86% | -$99.5K | 0.01% | 242 |
|
|
2020
Q2 | $107K | Hold |
686
| – | – | 0.05% | 148 |
|
|
2020
Q1 | $88K | Sell |
686
-582
| -46% | -$74.7K | 0.04% | 142 |
|
|
2019
Q4 | $207K | Buy |
1,268
+582
| +85% | +$95K | 0.09% | 107 |
|
|
2019
Q3 | $104K | Sell |
686
-68
| -9% | -$10.3K | 0.05% | 134 |
|
|
2019
Q2 | $113K | Hold |
754
| – | – | 0.05% | 129 |
|
|
2019
Q1 | $109K | Sell |
754
-6
| -0.8% | -$867 | 0.06% | 156 |
|
|
2018
Q4 | $97K | Buy |
+760
| New | +$97K | 0.06% | 178 |
|