McAlister Sweet & Associates’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
Q2 | – | Sell |
-973
| Closed | -$253K | – | 36 |
|
|
2024
Q1 | $253K | Hold |
973
| – | – | 0.2% | 27 |
|
|
2023
Q4 | $231K | Hold |
973
| – | – | 0.21% | 28 |
|
|
2023
Q3 | $207K | Sell |
973
-169
| -15% | -$35.9K | 0.18% | 30 |
|
|
2023
Q2 | $252K | Sell |
1,142
-53,376
| -98% | -$11.8M | 0.22% | 26 |
|
|
2023
Q1 | $11.1M | Buy |
+54,518
| New | +$11.1M | 12.23% | 2 |
|