NEIRG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,089
| Closed | -$240K | – | 120 |
|
|
2023
Q2 | $240K | Buy |
1,089
+4
| +0.4% | +$881 | 0.04% | 123 |
|
|
2023
Q1 | $221K | Hold |
1,085
| – | – | 0.04% | 132 |
|
|
2022
Q4 | $207K | Buy |
+1,085
| New | +$207K | 0.04% | 134 |
|
|
2022
Q3 | – | Sell |
-1,085
| Closed | -$205K | – | 148 |
|
|
2022
Q2 | $205K | Hold |
1,085
| – | – | 0.04% | 133 |
|
|
2022
Q1 | $247K | Hold |
1,085
| – | – | 0.05% | 121 |
|
|
2021
Q4 | $262K | Buy |
+1,085
| New | +$262K | 0.05% | 108 |
|