Maltin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,729
| Closed | -$410K | – | 125 |
|
|
2023
Q4 | $410K | Sell |
1,729
-2
| -0.1% | -$474 | 0.26% | 78 |
|
|
2023
Q3 | $368K | Buy |
1,731
+2
| +0.1% | +$425 | 0.26% | 82 |
|
|
2023
Q2 | $381K | Hold |
1,729
| – | – | 0.27% | 77 |
|
|
2023
Q1 | $353K | Hold |
1,729
| – | – | 0.25% | 77 |
|
|
2022
Q4 | $330K | Buy |
1,729
+1
| +0.1% | +$191 | 0.24% | 77 |
|
|
2022
Q3 | $310K | Buy |
+1,728
| New | +$310K | 0.24% | 86 |
|
|
2020
Q1 | – | Sell |
-37
| Closed | -$6K | – | 138 |
|
|
2019
Q4 | $6K | Buy |
+37
| New | +$6K | ﹤0.01% | 109 |
|