Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.56M | Sell |
7,010
-118
| -2% | -$26.2K | 0.1% | 169 |
|
|
2021
Q2 | $1.59M | Buy |
7,128
+860
| +14% | +$192K | 0.11% | 169 |
|
|
2021
Q1 | $1.3M | Buy |
6,268
+123
| +2% | +$25.4K | 0.09% | 178 |
|
|
2020
Q4 | $1.2M | Buy |
6,145
+881
| +17% | +$171K | 0.09% | 193 |
|
|
2020
Q3 | $955K | Buy |
5,264
+333
| +7% | +$60.4K | 0.08% | 222 |
|
|
2020
Q2 | $772K | Sell |
4,931
-759
| -13% | -$119K | 0.07% | 235 |
|
|
2020
Q1 | $734K | Sell |
5,690
-4,302
| -43% | -$555K | 0.08% | 228 |
|
|
2019
Q4 | $1.64M | Buy |
9,992
+65
| +0.7% | +$10.6K | 0.15% | 130 |
|
|
2019
Q3 | $1.5M | Sell |
9,927
-1,738
| -15% | -$262K | 0.16% | 121 |
|
|
2019
Q2 | $1.75M | Buy |
11,665
+3,418
| +41% | +$513K | 0.18% | 112 |
|
|
2019
Q1 | $1.19M | Buy |
8,247
+3,697
| +81% | +$535K | 0.13% | 147 |
|
|
2018
Q4 | $581K | Buy |
+4,550
| New | +$581K | 0.07% | 292 |
|