Legend Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6
| Closed | -$1.76K | – | 245 |
|
|
2024
Q4 | $1.76K | Buy |
+6
| New | +$1.76K | ﹤0.01% | 201 |
|
|
2024
Q3 | – | Sell |
-6
| Closed | -$1.61K | – | 275 |
|
|
2024
Q2 | $1.61K | Buy |
+6
| New | +$1.61K | ﹤0.01% | 235 |
|
|
2023
Q4 | – | Sell |
-657
| Closed | -$140K | – | 203 |
|
|
2023
Q3 | $140K | Buy |
+657
| New | +$140K | 0.12% | 45 |
|