Narwhal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,061
| Closed | -$284K | – | 165 |
|
|
2024
Q2 | $284K | Hold |
1,061
| – | – | 0.03% | 145 |
|
|
2024
Q1 | $276K | Sell |
1,061
-5
| -0.5% | -$1.3K | 0.03% | 143 |
|
|
2023
Q4 | $253K | Buy |
+1,066
| New | +$253K | 0.03% | 152 |
|
|
2017
Q4 | – | Sell |
-2,350
| Closed | -$304K | – | 155 |
|
|
2017
Q3 | $304K | Buy |
2,350
+104
| +5% | +$13.5K | 0.08% | 134 |
|
|
2017
Q2 | $280K | Buy |
+2,246
| New | +$280K | 0.07% | 134 |
|