IFA
Interactive Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-493
| Closed | -$94.3K | – | 160 |
|
|
2022
Q4 | $94.3K | Buy |
493
+214
| +77% | +$40.9K | 0.06% | 110 |
|
|
2022
Q3 | $50K | Sell |
279
-243
| -47% | -$43.5K | 0.03% | 122 |
|
|
2022
Q2 | $126K | Sell |
522
-63
| -11% | -$15.2K | 0.06% | 92 |
|
|
2022
Q1 | $127K | Sell |
585
-24,435
| -98% | -$5.3M | 0.06% | 101 |
|
|
2021
Q4 | $6.04M | Sell |
25,020
-3,390
| -12% | -$819K | 2.3% | 11 |
|
|
2021
Q3 | $6.31M | Buy |
28,410
+28,036
| +7,496% | +$6.23M | 2.76% | 8 |
|
|
2021
Q2 | $83K | Sell |
374
-1,096
| -75% | -$243K | 0.03% | 110 |
|
|
2021
Q1 | $213K | Sell |
1,470
-33,637
| -96% | -$4.87M | 0.09% | 80 |
|
|
2020
Q4 | $6.83M | Buy |
35,107
+34,504
| +5,722% | +$6.72M | 3.11% | 9 |
|
|
2020
Q3 | $103K | Sell |
603
-42,594
| -99% | -$7.28M | 0.05% | 85 |
|
|
2020
Q2 | $6.76M | Buy |
+43,197
| New | +$6.76M | 3.33% | 11 |
|
|
2020
Q1 | – | Sell |
-46,604
| Closed | -$7.63M | – | 130 |
|
|
2019
Q4 | $7.63M | Buy |
46,604
+13,416
| +40% | +$2.2M | 3.44% | 8 |
|
|
2019
Q3 | $5.01M | Buy |
33,188
+32,634
| +5,891% | +$4.93M | 2.3% | 14 |
|
|
2019
Q2 | $83K | Buy |
+554
| New | +$83K | 0.04% | 96 |
|
|
2018
Q4 | – | Sell |
-44,935
| Closed | -$6.73M | – | 124 |
|
|
2018
Q3 | $6.73M | Buy |
44,935
+44,189
| +5,923% | +$6.61M | 3.2% | 10 |
|
|
2018
Q2 | $105K | Buy |
746
+415
| +125% | +$58.4K | 0.05% | 82 |
|
|
2018
Q1 | $45K | Sell |
331
-417
| -56% | -$56.7K | 0.02% | 89 |
|
|
2017
Q4 | $103K | Sell |
748
-121
| -14% | -$16.7K | 0.05% | 78 |
|
|
2017
Q3 | $113K | Sell |
869
-65,914
| -99% | -$8.57M | 0.05% | 71 |
|
|
2017
Q2 | $8.31M | Buy |
66,783
+65,637
| +5,727% | +$8.17M | 3.91% | 9 |
|
|
2017
Q1 | $139K | Sell |
1,146
-117
| -9% | -$14.2K | 0.07% | 65 |
|
|
2016
Q4 | $146K | Sell |
1,263
-33
| -3% | -$3.82K | 0.07% | 63 |
|
|
2016
Q3 | $144K | Buy |
+1,296
| New | +$144K | 0.07% | 62 |
|
|
2016
Q1 | – | Sell |
-923
| Closed | -$96K | – | 112 |
|
|
2015
Q4 | $96K | Buy |
+923
| New | +$96K | 0.06% | 50 |
|
|
2015
Q3 | – | Sell |
-922
| Closed | -$99K | – | 117 |
|
|
2015
Q2 | $99K | Sell |
922
-41,890
| -98% | -$4.5M | 0.05% | 60 |
|
|
2015
Q1 | $4.59M | Buy |
42,812
+42,331
| +8,801% | +$4.54M | 2.47% | 12 |
|
|
2014
Q4 | $51K | Buy |
481
+68
| +16% | +$7.21K | 0.03% | 67 |
|
|
2014
Q3 | $42K | Sell |
413
-9,145
| -96% | -$930K | 0.02% | 67 |
|
|
2014
Q2 | $973K | Buy |
9,558
+9,526
| +29,769% | +$970K | 0.55% | 35 |
|
|
2014
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 85 |
|