Investors Financial Group’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 |
-66,634
| Closed | -$16.1M | – | 187 |
|
|
2021
Q4 | $16.1M | Buy |
66,634
+2,069
| +3% | +$500K | 7.49% | 1 |
|
|
2021
Q3 | $14.3M | Buy |
64,565
+2,371
| +4% | +$526K | 7.58% | 1 |
|
|
2021
Q2 | $13.9M | Sell |
62,194
-1,555
| -2% | -$346K | 7.44% | 1 |
|
|
2021
Q1 | $13.2M | Buy |
63,749
+628
| +1% | +$130K | 7.71% | 1 |
|
|
2020
Q4 | $12.3M | Sell |
63,121
-770
| -1% | -$150K | 8.12% | 1 |
|
|
2020
Q3 | $10.9M | Sell |
63,891
-1,179
| -2% | -$201K | 8.14% | 1 |
|
|
2020
Q2 | $10.2M | Sell |
65,070
-5,171
| -7% | -$809K | 8.38% | 1 |
|
|
2020
Q1 | $9.06M | Buy |
70,241
+459
| +0.7% | +$59.2K | 9.15% | 1 |
|
|
2019
Q4 | $11.4M | Buy |
+69,782
| New | +$11.4M | 9.29% | 1 |
|