Nelson 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 |
-1,390
| Closed | -$372K | – | 113 |
|
|
2024
Q2 | $372K | Buy |
1,390
+276
| +25% | +$73.8K | 0.07% | 86 |
|
|
2024
Q1 | $290K | Hold |
1,114
| – | – | 0.06% | 91 |
|
|
2023
Q4 | $264K | Buy |
+1,114
| New | +$264K | 0.06% | 87 |
|
|
2022
Q1 | – | Sell |
-882
| Closed | -$213K | – | 109 |
|
|
2021
Q4 | $213K | Sell |
882
-75
| -8% | -$18.1K | 0.04% | 103 |
|
|
2021
Q3 | $213K | Buy |
+957
| New | +$213K | 0.04% | 96 |
|