Level Four Financial’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
2021
Q3
$3.65M Buy
16,419
+605
+4% +$134K 1.59% 8
2021
Q2
$3.52M Sell
15,814
-504
-3% -$112K 1.49% 9
2021
Q1
$3.37M Buy
16,318
+3,766
+30% +$778K 1.56% 10
2020
Q4
$2.44M Buy
+12,552
New +$2.44M 1.05% 14