Lumature Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $165K | Sell |
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|
2023
Q1 | $155K | Sell |
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|
2022
Q4 | $147K | Sell |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $171K | Hold |
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|
2021
Q4 | $181K | Hold |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $167K | Hold |
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|
2021
Q1 | $155K | Hold |
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|
2020
Q4 | $146K | Buy |
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