Keystone Wealth Partners’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 | $2.01M | Sell |
8,825
-41,257
| -82% | -$9.39M | 0.94% | 12 |
|
|
2021
Q4 | $12.1M | Buy |
50,082
+39,257
| +363% | +$9.48M | 5.34% | 9 |
|
|
2021
Q3 | $2.4M | Sell |
10,825
-4,312
| -28% | -$958K | 1.33% | 12 |
|
|
2021
Q2 | $3.37M | Buy |
15,137
+8,216
| +119% | +$1.83M | 2.01% | 11 |
|
|
2021
Q1 | $1.43M | Sell |
6,921
-2,636
| -28% | -$545K | 0.96% | 11 |
|
|
2020
Q4 | $1.86M | Buy |
+9,557
| New | +$1.86M | 1.48% | 11 |
|