Mendota Financial Group’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
Q4 | – | Sell |
-1,041
| Closed | -$295K | – | 1149 |
|
|
2024
Q3 | $295K | Buy |
1,041
+62
| +6% | +$17.6K | 0.14% | 43 |
|
|
2024
Q2 | $262K | Sell |
979
-50
| -5% | -$13.4K | 0.14% | 46 |
|
|
2024
Q1 | $267K | Hold |
1,029
| – | – | 0.16% | 47 |
|
|
2023
Q4 | $244K | Buy |
1,029
+895
| +668% | +$212K | 0.19% | 58 |
|
|
2023
Q3 | $28.5K | Hold |
134
| – | – | 0.03% | 162 |
|
|
2023
Q2 | $29.5K | Hold |
134
| – | – | 0.03% | 159 |
|
|
2023
Q1 | $30.5K | Hold |
134
| – | – | 0.03% | 167 |
|
|
2022
Q4 | $25.6K | Buy |
+134
| New | +$25.6K | 0.03% | 166 |
|