Holistic Financial Partners’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
Q1 | – | Sell |
-1,119
| Closed | -$270K | – | 133 |
|
|
2021
Q4 | $270K | Buy |
+1,119
| New | +$270K | 0.16% | 91 |
|
|
2019
Q2 | – | Sell |
-177,836
| Closed | -$25.7M | – | 105 |
|
|
2019
Q1 | $25.7M | Buy |
+177,836
| New | +$25.7M | 10.83% | 2 |
|
|
2018
Q2 | – | Sell |
-97
| Closed | -$13K | – | 363 |
|
|
2018
Q1 | $13K | Buy |
97
+77
| +385% | +$10.3K | 0.01% | 303 |
|
|
2017
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 417 |
|