HBC Financial Services’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
Q4 | $2.41M | Sell |
8,309
-1,081
| -12% | -$313K | 1.48% | 9 |
|
|
2024
Q3 | $2.69M | Buy |
9,390
+51
| +0.5% | +$14.6K | 1.63% | 8 |
|
|
2024
Q2 | $2.52M | Hold |
9,339
| – | – | 1.6% | 8 |
|
|
2024
Q1 | $2.32M | Sell |
9,339
-357
| -4% | -$88.5K | 1.57% | 8 |
|
|
2023
Q4 | $2.3M | Sell |
9,696
-294
| -3% | -$69.7K | 1.56% | 8 |
|
|
2023
Q3 | $2.12M | Sell |
9,990
-73
| -0.7% | -$15.5K | 1.59% | 8 |
|
|
2023
Q2 | $2.28M | Hold |
10,063
| – | – | 1.62% | 8 |
|
|
2023
Q1 | $2.07M | Buy |
10,063
+593
| +6% | +$122K | 1.55% | 8 |
|
|
2022
Q4 | $1.82M | Buy |
9,470
+9,112
| +2,545% | +$1.75M | 1.45% | 8 |
|
|
2022
Q3 | $28K | Sell |
358
-9,435
| -96% | -$738K | 0.02% | 71 |
|
|
2022
Q2 | $1.91M | Buy |
9,793
+398
| +4% | +$77.6K | 1.48% | 8 |
|
|
2022
Q1 | $1.97M | Sell |
9,395
-295
| -3% | -$61.7K | 1.42% | 9 |
|
|
2021
Q4 | $2.34M | Sell |
9,690
-454
| -4% | -$110K | 1.48% | 8 |
|
|
2021
Q3 | $2.3M | Buy |
10,144
+159
| +2% | +$36.1K | 1.53% | 8 |
|
|
2021
Q2 | $2.19M | Buy |
9,985
+347
| +4% | +$76.1K | 1.48% | 9 |
|
|
2021
Q1 | $2.09M | Sell |
9,638
-93
| -1% | -$20.1K | 1.44% | 8 |
|
|
2020
Q4 | $1.93M | Buy |
9,731
+313
| +3% | +$62.1K | 1.5% | 8 |
|
|
2020
Q3 | $1.71M | Sell |
9,418
-30
| -0.3% | -$5.44K | 1.44% | 9 |
|
|
2020
Q2 | $1.54M | Buy |
9,448
+557
| +6% | +$91K | 1.39% | 9 |
|
|
2020
Q1 | $1.09M | Sell |
8,891
-654
| -7% | -$80.4K | 1.24% | 10 |
|
|
2019
Q4 | $1.57M | Buy |
+9,545
| New | +$1.57M | 1.36% | 9 |
|