Marion 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
Q2 | – | Sell |
-3,608
| Closed | -$736K | – | 110 |
|
|
2023
Q1 | $736K | Hold |
3,608
| – | – | 0.27% | 69 |
|
|
2022
Q4 | $690K | Sell |
3,608
-27
| -0.7% | -$5.16K | 0.29% | 67 |
|
|
2022
Q3 | $652K | Buy |
3,635
+14
| +0.4% | +$2.51K | 0.33% | 63 |
|
|
2022
Q2 | $683K | Buy |
3,621
+12
| +0.3% | +$2.26K | 0.36% | 61 |
|
|
2022
Q1 | $822K | Buy |
3,609
+10
| +0.3% | +$2.28K | 0.4% | 59 |
|
|
2021
Q4 | $869K | Buy |
+3,599
| New | +$869K | 0.41% | 54 |
|