Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $568K | Buy |
2,396
+316
| +15% | +$75K | 0.22% | 46 |
|
|
2023
Q3 | $442K | Hold |
2,080
| – | – | 0.2% | 49 |
|
|
2023
Q2 | $458K | Hold |
2,080
| – | – | 0.22% | 48 |
|
|
2023
Q1 | $425K | Hold |
2,080
| – | – | 0.2% | 50 |
|
|
2022
Q4 | $398K | Hold |
2,080
| – | – | 0.18% | 56 |
|
|
2022
Q3 | $373K | Hold |
2,080
| – | – | 0.23% | 53 |
|
|
2022
Q2 | $392K | Sell |
2,080
-650
| -24% | -$123K | 0.24% | 55 |
|
|
2022
Q1 | $622K | Buy |
+2,730
| New | +$622K | 0.39% | 48 |
|