Guardian Capital Advisors’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
Q3 | $554K | Hold |
1,975
| – | – | 0.05% | 130 |
|
|
2024
Q2 | $543K | Hold |
1,975
| – | – | 0.06% | 127 |
|
|
2024
Q1 | $489K | Hold |
1,975
| – | – | 0.05% | 127 |
|
|
2023
Q4 | $467K | Hold |
1,975
| – | – | 0.05% | 132 |
|
|
2023
Q3 | $427K | Hold |
1,975
| – | – | 0.05% | 132 |
|
|
2023
Q2 | $439K | Hold |
1,975
| – | – | 0.05% | 125 |
|
|
2023
Q1 | $401K | Hold |
1,975
| – | – | 0.05% | 120 |
|
|
2022
Q4 | $394K | Hold |
1,975
| – | – | 0.04% | 124 |
|
|
2022
Q3 | $354K | Hold |
1,975
| – | – | 0.04% | 128 |
|
|
2022
Q2 | $373K | Hold |
1,975
| – | – | 0.04% | 131 |
|
|
2022
Q1 | $436K | Sell |
1,975
-25
| -1% | -$5.52K | 0.04% | 131 |
|
|
2021
Q4 | $477K | Hold |
2,000
| – | – | 0.05% | 136 |
|
|
2021
Q3 | $443K | Hold |
2,000
| – | – | 0.05% | 134 |
|
|
2021
Q2 | $450K | Buy |
2,000
+900
| +82% | +$203K | 0.05% | 139 |
|
|
2021
Q1 | $236K | Hold |
1,100
| – | – | 0.03% | 161 |
|
|
2020
Q4 | $213K | Buy |
+1,100
| New | +$213K | 0.03% | 162 |
|