Jamison Private Wealth Management’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
Q4 | – | Sell |
-106
| Closed | -$30K | – | 476 |
|
|
2024
Q3 | $30K | Hold |
106
| – | – | ﹤0.01% | 283 |
|
|
2024
Q2 | $28.3K | Hold |
106
| – | – | ﹤0.01% | 270 |
|
|
2024
Q1 | $27.5K | Buy |
106
+69
| +186% | +$17.9K | ﹤0.01% | 279 |
|
|
2023
Q4 | $8.69K | Buy |
37
+1
| +3% | +$235 | ﹤0.01% | 313 |
|
|
2023
Q3 | $7.74K | Buy |
+36
| New | +$7.74K | ﹤0.01% | 309 |
|