LifePro Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $518K | Sell |
1,828
-16
| -0.9% | -$4.53K | 0.32% | 77 |
|
2024
Q2 | $493K | Sell |
1,844
-70
| -4% | -$18.7K | 0.35% | 64 |
|
2024
Q1 | $497K | Buy |
1,914
+15
| +0.8% | +$3.9K | 0.33% | 68 |
|
2023
Q4 | $450K | Buy |
1,899
+344
| +22% | +$81.6K | 0.35% | 64 |
|
2023
Q3 | $330K | Buy |
+1,555
| New | +$330K | 0.27% | 74 |
|
2022
Q1 | – | Sell |
-3,139
| Closed | -$758K | – | 147 |
|
2021
Q4 | $758K | Buy |
3,139
+11
| +0.4% | +$2.66K | 0.22% | 47 |
|
2021
Q3 | $695K | Buy |
3,128
+199
| +7% | +$44.2K | 0.21% | 43 |
|
2021
Q2 | $653K | Sell |
2,929
-32
| -1% | -$7.13K | 0.19% | 39 |
|
2021
Q1 | $612K | Buy |
2,961
+198
| +7% | +$40.9K | 0.19% | 40 |
|
2020
Q4 | $538K | Buy |
+2,763
| New | +$538K | 0.17% | 48 |
|