Lucia Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.38M | Buy |
31,571
+7,425
| +31% | +$1.26M | 1.26% | 22 |
|
|
2020
Q2 | $3.78M | Buy |
24,146
+1,725
| +8% | +$270K | 1% | 23 |
|
|
2020
Q1 | $2.89M | Buy |
22,421
+205
| +0.9% | +$26.4K | 0.96% | 22 |
|
|
2019
Q4 | $3.64M | Buy |
22,216
+2,811
| +14% | +$460K | 1.12% | 24 |
|
|
2019
Q3 | $2.93M | Buy |
19,405
+879
| +5% | +$133K | 0.98% | 27 |
|
|
2019
Q2 | $2.78M | Buy |
18,526
+392
| +2% | +$58.8K | 0.96% | 26 |
|
|
2019
Q1 | $2.62M | Buy |
18,134
+1,384
| +8% | +$200K | 0.9% | 27 |
|
|
2018
Q4 | $2.14M | Buy |
16,750
+5,464
| +48% | +$697K | 1.01% | 27 |
|
|
2018
Q3 | $1.69M | Buy |
11,286
+1,131
| +11% | +$169K | 0.53% | 45 |
|
|
2018
Q2 | $1.43M | Buy |
10,155
+2,126
| +26% | +$299K | 0.62% | 44 |
|
|
2018
Q1 | $1.09M | Buy |
8,029
+4,307
| +116% | +$585K | 0.35% | 74 |
|
|
2017
Q4 | $511K | Buy |
+3,722
| New | +$511K | 0.23% | 78 |
|