Horan 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
Q1 | – | Sell |
-865
| Closed | -$205K | – | 122 |
|
|
2023
Q4 | $205K | Buy |
+865
| New | +$205K | 0.08% | 113 |
|
|
2020
Q4 | – | Sell |
-130
| Closed | -$22K | – | 274 |
|
|
2020
Q3 | $22K | Buy |
+130
| New | +$22K | 0.01% | 216 |
|
|
2020
Q1 | – | Sell |
-130
| Closed | -$21K | – | 250 |
|
|
2019
Q4 | $21K | Sell |
130
-100
| -43% | -$16.2K | 0.01% | 196 |
|
|
2019
Q3 | $35K | Buy |
+230
| New | +$35K | 0.02% | 168 |
|
|
2019
Q2 | – | Sell |
-130
| Closed | -$19K | – | 241 |
|
|
2019
Q1 | $19K | Buy |
+130
| New | +$19K | 0.01% | 195 |
|
|
2017
Q4 | – | Sell |
-262
| Closed | -$34K | – | 275 |
|
|
2017
Q3 | $34K | Buy |
+262
| New | +$34K | 0.02% | 186 |
|