Heritage Wealth Management (Arizona)’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
Q2 | $238K | Buy |
891
+21
| +2% | +$5.62K | 0.13% | 148 |
|
|
2024
Q1 | $226K | Buy |
+870
| New | +$226K | 0.12% | 164 |
|
|
2022
Q4 | $7.76M | Buy |
40,574
+15,988
| +65% | +$3.06M | 1.11% | 13 |
|
|
2022
Q3 | $4.41M | Sell |
24,586
-4,654
| -16% | -$835K | 1.42% | 13 |
|
|
2022
Q2 | $5.52M | Sell |
29,240
-2,406
| -8% | -$454K | 1.84% | 8 |
|
|
2022
Q1 | $7.21M | Buy |
+31,646
| New | +$7.21M | 1.95% | 8 |
|
|
2021
Q3 | $124K | Buy |
557
+34
| +7% | +$7.57K | 0.04% | 304 |
|
|
2021
Q2 | $117K | Buy |
+523
| New | +$117K | 0.04% | 312 |
|