Kowal Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $548K | Buy |
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|
2024
Q2 | $517K | Sell |
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|
2024
Q1 | $658K | Sell |
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|
2023
Q4 | $631K | Buy |
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|
2023
Q3 | $559K | Hold |
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|
2023
Q2 | $580K | Sell |
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|
2023
Q1 | $543K | Sell |
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|
2022
Q4 | $753K | Buy |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $880K | Sell |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $988K | Buy |
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|
2021
Q2 | $953K | Buy |
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|
2021
Q1 | $763K | Buy |
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|
2020
Q4 | $661K | Buy |
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