Means Investment Company’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 | – | Sell |
-1,097
| Closed | -$242K | – | 200 |
|
|
2023
Q2 | $242K | Sell |
1,097
-19
| -2% | -$4.18K | 0.04% | 177 |
|
|
2023
Q1 | $228K | Sell |
1,116
-32
| -3% | -$6.53K | 0.04% | 183 |
|
|
2022
Q4 | $220K | Buy |
1,148
+2
| +0.2% | +$382 | 0.04% | 183 |
|
|
2022
Q3 | $206K | Buy |
+1,146
| New | +$206K | 0.04% | 181 |
|
|
2022
Q2 | – | Sell |
-1,085
| Closed | -$247K | – | 200 |
|
|
2022
Q1 | $247K | Buy |
+1,085
| New | +$247K | 0.04% | 172 |
|