Kathryn A. Hall’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 |
-30,069
| Closed | -$8.51M | – | 48 |
|
|
2024
Q3 | $8.51M | Buy |
30,069
+1,208
| +4% | +$342K | 1.79% | 10 |
|
|
2024
Q2 | $7.72M | Hold |
28,861
| – | – | 1.78% | 11 |
|
|
2024
Q1 | $7.5M | Buy |
28,861
+5,416
| +23% | +$1.41M | 1.73% | 12 |
|
|
2023
Q4 | $5.56M | Buy |
23,445
+349
| +2% | +$82.8K | 1.57% | 13 |
|
|
2023
Q3 | $4.91M | Hold |
23,096
| – | – | 1.67% | 16 |
|
|
2023
Q2 | $5.09M | Hold |
23,096
| – | – | 1.66% | 16 |
|
|
2023
Q1 | $4.71M | Sell |
23,096
-1,250
| -5% | -$255K | 1.38% | 19 |
|
|
2022
Q4 | $4.65M | Sell |
24,346
-2,212
| -8% | -$423K | 1.91% | 13 |
|
|
2022
Q3 | $4.77M | Sell |
26,558
-1,400
| -5% | -$251K | 1.98% | 12 |
|
|
2022
Q2 | $5.27M | Hold |
27,958
| – | – | 1.92% | 13 |
|
|
2022
Q1 | $6.37M | Hold |
27,958
| – | – | 1.92% | 12 |
|
|
2021
Q4 | $6.75M | Buy |
27,958
+22,886
| +451% | +$5.53M | 1.56% | 13 |
|
|
2021
Q3 | $1.13M | Hold |
5,072
| – | – | 0.34% | 39 |
|
|
2021
Q2 | $1.13M | Hold |
5,072
| – | – | 0.36% | 38 |
|
|
2021
Q1 | $1.05M | Hold |
5,072
| – | – | 0.34% | 37 |
|
|
2020
Q4 | $987K | Sell |
5,072
-64,998
| -93% | -$12.6M | 0.34% | 41 |
|
|
2020
Q3 | $11.9M | Hold |
70,070
| – | – | 5.67% | 6 |
|
|
2020
Q2 | $11M | Hold |
70,070
| – | – | 6.31% | 5 |
|
|
2020
Q1 | $9.03M | Buy |
70,070
+64,998
| +1,282% | +$8.38M | 7.51% | 4 |
|
|
2019
Q4 | $830K | Buy |
5,072
+1,994
| +65% | +$326K | 0.51% | 22 |
|
|
2019
Q3 | $465K | Sell |
3,078
-150
| -5% | -$22.7K | 0.38% | 31 |
|
|
2019
Q2 | $484K | Buy |
+3,228
| New | +$484K | 0.39% | 29 |
|