Kowal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $548K | Buy |
1,936
+2
| +0.1% | +$566 | 0.1% | 107 |
|
|
2024
Q2 | $517K | Sell |
1,934
-596
| -24% | -$159K | 0.1% | 105 |
|
|
2024
Q1 | $658K | Sell |
2,530
-132
| -5% | -$34.3K | 0.14% | 84 |
|
|
2023
Q4 | $631K | Buy |
2,662
+30
| +1% | +$7.12K | 0.15% | 79 |
|
|
2023
Q3 | $559K | Hold |
2,632
| – | – | 0.15% | 78 |
|
|
2023
Q2 | $580K | Sell |
2,632
-31
| -1% | -$6.83K | 0.16% | 73 |
|
|
2023
Q1 | $543K | Sell |
2,663
-1,277
| -32% | -$261K | 0.15% | 72 |
|
|
2022
Q4 | $753K | Buy |
3,940
+1,001
| +34% | +$191K | 0.22% | 63 |
|
|
2022
Q3 | $528K | Buy |
2,939
+81
| +3% | +$14.6K | 0.18% | 66 |
|
|
2022
Q2 | $539K | Sell |
2,858
-1,007
| -26% | -$190K | 0.18% | 57 |
|
|
2022
Q1 | $880K | Sell |
3,865
-301
| -7% | -$68.5K | 0.27% | 39 |
|
|
2021
Q4 | $1.01M | Sell |
4,166
-283
| -6% | -$68.3K | 0.3% | 28 |
|
|
2021
Q3 | $988K | Buy |
4,449
+174
| +4% | +$38.6K | 0.31% | 26 |
|
|
2021
Q2 | $953K | Buy |
4,275
+585
| +16% | +$130K | 0.34% | 26 |
|
|
2021
Q1 | $763K | Buy |
3,690
+363
| +11% | +$75.1K | 0.31% | 29 |
|
|
2020
Q4 | $661K | Buy |
+3,327
| New | +$661K | 0.31% | 34 |
|