Madison Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.82M | Sell |
13,255
-19
| -0.1% | -$4.04K | 0.59% | 53 |
|
|
2023
Q2 | $2.92M | Buy |
13,274
+231
| +2% | +$50.9K | 0.59% | 58 |
|
|
2023
Q1 | $2.66M | Sell |
13,043
-145
| -1% | -$29.6K | 0.58% | 59 |
|
|
2022
Q4 | $2.52M | Sell |
13,188
-145
| -1% | -$27.7K | 0.58% | 57 |
|
|
2022
Q3 | $2.39M | Sell |
13,333
-861
| -6% | -$155K | 0.59% | 53 |
|
|
2022
Q2 | $2.68M | Buy |
14,194
+134
| +1% | +$25.3K | 0.65% | 47 |
|
|
2022
Q1 | $3.2M | Sell |
14,060
-9
| -0.1% | -$2.05K | 0.67% | 43 |
|
|
2021
Q4 | $3.4M | Sell |
14,069
-85
| -0.6% | -$20.5K | 0.68% | 44 |
|
|
2021
Q3 | $3.14M | Sell |
14,154
-20
| -0.1% | -$4.44K | 0.69% | 42 |
|
|
2021
Q2 | $3.16M | Sell |
14,174
-3,016
| -18% | -$672K | 0.7% | 40 |
|
|
2021
Q1 | $3.55M | Buy |
17,190
+565
| +3% | +$117K | 0.87% | 31 |
|
|
2020
Q4 | $3.24M | Sell |
16,625
-346
| -2% | -$67.3K | 0.85% | 33 |
|
|
2020
Q3 | $2.89M | Buy |
16,971
+191
| +1% | +$32.5K | 0.87% | 32 |
|
|
2020
Q2 | $2.63M | Sell |
16,780
-716
| -4% | -$112K | 0.86% | 33 |
|
|
2020
Q1 | $2.26M | Sell |
17,496
-1,635
| -9% | -$211K | 0.9% | 32 |
|
|
2019
Q4 | $3.13M | Buy |
+19,131
| New | +$3.13M | 0.9% | 33 |
|