LWS Wealth Advisors’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
Q4 | $306K | Sell |
1,291
-24
| -2% | -$5.69K | 0.11% | 53 |
|
|
2023
Q3 | $279K | Sell |
1,315
-8
| -0.6% | -$1.7K | 0.12% | 48 |
|
|
2023
Q2 | $291K | Buy |
1,323
+12
| +0.9% | +$2.64K | 0.12% | 47 |
|
|
2023
Q1 | $268K | Sell |
1,311
-80
| -6% | -$16.4K | 0.11% | 50 |
|
|
2022
Q4 | $266K | Sell |
1,391
-6
| -0.4% | -$1.15K | 0.11% | 52 |
|
|
2022
Q3 | $251K | Sell |
1,397
-57
| -4% | -$10.2K | 0.1% | 56 |
|
|
2022
Q2 | $274K | Buy |
1,454
+49
| +3% | +$9.23K | 0.13% | 54 |
|
|
2022
Q1 | $320K | Buy |
1,405
+2
| +0.1% | +$456 | 0.14% | 47 |
|
|
2021
Q4 | $339K | Sell |
1,403
-62
| -4% | -$15K | 0.14% | 46 |
|
|
2021
Q3 | $325K | Buy |
+1,465
| New | +$325K | 0.14% | 45 |
|
|
2020
Q1 | – | Sell |
-931
| Closed | -$152K | – | 81 |
|
|
2019
Q4 | $152K | Buy |
+931
| New | +$152K | 0.08% | 59 |
|