Lee Johnson Capital 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
Q2 | – | Sell |
-1,747
| Closed | -$357K | – | 17 |
|
2023
Q1 | $357K | Sell |
1,747
-629
| -26% | -$128K | 0.37% | 13 |
|
2022
Q4 | $454K | Buy |
2,376
+531
| +29% | +$102K | 0.85% | 18 |
|
2022
Q3 | $331K | Buy |
1,845
+69
| +4% | +$12.4K | 0.68% | 21 |
|
2022
Q2 | $335K | Hold |
1,776
| – | – | 0.4% | 33 |
|
2022
Q1 | $404K | Sell |
1,776
-64
| -3% | -$14.6K | 0.36% | 48 |
|
2021
Q4 | $444K | Buy |
+1,840
| New | +$444K | 0.36% | 64 |
|