Live Oak Private Wealth’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
Q3
Sell
-1,333
Closed -$294K 166
2023
Q2
$294K Buy
+1,333
New +$294K 0.06% 127
2023
Q1
Sell
-1,180
Closed -$226K 171
2022
Q4
$226K Hold
1,180
0.05% 156
2022
Q3
$212K Buy
+1,180
New +$212K 0.05% 157