Gofen & Glossberg’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
Q4 | $2.93M | Buy |
15,323
+1,366
| +10% | +$261K | 0.08% | 169 |
|
|
2022
Q3 | $2.51M | Buy |
13,957
+442
| +3% | +$79.3K | 0.07% | 175 |
|
|
2022
Q2 | $2.55M | Buy |
13,515
+2
| +0% | +$377 | 0.07% | 176 |
|
|
2022
Q1 | $3.08M | Sell |
13,513
-749
| -5% | -$171K | 0.07% | 173 |
|
|
2021
Q4 | $3.44M | Sell |
14,262
-483
| -3% | -$117K | 0.07% | 163 |
|
|
2021
Q3 | $3.27M | Sell |
14,745
-1,357
| -8% | -$301K | 0.08% | 167 |
|
|
2021
Q2 | $3.59M | Sell |
16,102
-229
| -1% | -$51K | 0.09% | 156 |
|
|
2021
Q1 | $3.38M | Buy |
16,331
+4,510
| +38% | +$932K | 0.09% | 155 |
|
|
2020
Q4 | $2.3M | Buy |
11,821
+755
| +7% | +$147K | 0.06% | 167 |
|
|
2020
Q3 | $1.89M | Buy |
11,066
+1
| +0% | +$170 | 0.06% | 169 |
|
|
2020
Q2 | $1.73M | Sell |
11,065
-3,100
| -22% | -$485K | 0.06% | 171 |
|
|
2020
Q1 | $1.83M | Buy |
14,165
+1,465
| +12% | +$189K | 0.07% | 152 |
|
|
2019
Q4 | $2.08M | Buy |
12,700
+403
| +3% | +$65.9K | 0.07% | 164 |
|
|
2019
Q3 | $1.86M | Sell |
12,297
-68
| -0.5% | -$10.3K | 0.06% | 169 |
|
|
2019
Q2 | $1.86M | Buy |
12,365
+2,249
| +22% | +$338K | 0.06% | 167 |
|
|
2019
Q1 | $1.46M | Buy |
10,116
+625
| +7% | +$90.5K | 0.05% | 175 |
|
|
2018
Q4 | $1.21M | Buy |
9,491
+3,227
| +52% | +$412K | 0.05% | 177 |
|
|
2018
Q3 | $937K | Sell |
6,264
-15
| -0.2% | -$2.24K | 0.03% | 219 |
|
|
2018
Q2 | $882K | Buy |
6,279
+226
| +4% | +$31.7K | 0.03% | 221 |
|
|
2018
Q1 | $821K | Buy |
6,053
+1,786
| +42% | +$242K | 0.03% | 224 |
|
|
2017
Q4 | $586K | Sell |
4,267
-209
| -5% | -$28.7K | 0.02% | 265 |
|
|
2017
Q3 | $580K | Buy |
4,476
+6
| +0.1% | +$777 | 0.02% | 269 |
|
|
2017
Q2 | $556K | Buy |
4,470
+5
| +0.1% | +$622 | 0.02% | 275 |
|
|
2017
Q1 | $542K | Sell |
4,465
-26
| -0.6% | -$3.16K | 0.02% | 274 |
|
|
2016
Q4 | $518K | Buy |
4,491
+30
| +0.7% | +$3.46K | 0.02% | 271 |
|
|
2016
Q3 | $497K | Buy |
4,461
+6
| +0.1% | +$668 | 0.02% | 279 |
|
|
2016
Q2 | $477K | Sell |
4,455
-195
| -4% | -$20.9K | 0.02% | 279 |
|
|
2016
Q1 | $487K | Sell |
4,650
-674
| -13% | -$70.6K | 0.02% | 281 |
|
|
2015
Q4 | $555K | Buy |
5,324
+122
| +2% | +$12.7K | 0.02% | 263 |
|
|
2015
Q3 | $514K | Buy |
5,202
+1,272
| +32% | +$126K | 0.02% | 273 |
|
|
2015
Q2 | $421K | Sell |
3,930
-159
| -4% | -$17K | 0.02% | 296 |
|
|
2015
Q1 | $439K | Buy |
4,089
+1,185
| +41% | +$127K | 0.02% | 295 |
|
|
2014
Q4 | $308K | Buy |
2,904
+176
| +6% | +$18.7K | 0.01% | 345 |
|
|
2014
Q3 | $276K | Buy |
2,728
+36
| +1% | +$3.64K | 0.01% | 364 |
|
|
2014
Q2 | $274K | Buy |
+2,692
| New | +$274K | 0.01% | 370 |
|