HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.26M | Buy |
6,686
+1,122
| +20% | +$212K | 0.84% | 45 |
|
|
2022
Q1 | $1.27M | Sell |
5,564
-129
| -2% | -$29.4K | 0.75% | 47 |
|
|
2021
Q4 | $1.37M | Buy |
5,693
+2,231
| +64% | +$538K | 0.76% | 46 |
|
|
2021
Q3 | $769K | Sell |
3,462
-60
| -2% | -$13.3K | 0.46% | 58 |
|
|
2021
Q2 | $785K | Buy |
3,522
+3,015
| +595% | +$672K | 0.46% | 57 |
|
|
2021
Q1 | $105K | Hold |
507
| – | – | 0.06% | 97 |
|
|
2020
Q4 | $99K | Buy |
507
+230
| +83% | +$44.9K | 0.06% | 103 |
|
|
2020
Q3 | $47K | Hold |
277
| – | – | 0.03% | 128 |
|
|
2020
Q2 | $43K | Hold |
277
| – | – | 0.03% | 124 |
|
|
2020
Q1 | $36K | Buy |
+277
| New | +$36K | 0.03% | 136 |
|