Newman & Schimel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $25.6M | Buy |
133,684
+3,970
| +3% | +$759K | 11.55% | 3 |
|
|
2022
Q3 | $23.3M | Buy |
129,714
+1,913
| +1% | +$343K | 11.5% | 3 |
|
|
2022
Q2 | $24.1M | Buy |
127,801
+2,387
| +2% | +$450K | 11.59% | 4 |
|
|
2022
Q1 | $28.6M | Sell |
125,414
-639
| -0.5% | -$145K | 18.59% | 2 |
|
|
2021
Q4 | $30.4M | Buy |
126,053
+3,377
| +3% | +$815K | 17.26% | 2 |
|
|
2021
Q3 | $27.2M | Buy |
122,676
+851
| +0.7% | +$189K | 17.03% | 2 |
|
|
2021
Q2 | $27.1M | Sell |
121,825
-1,376
| -1% | -$307K | 17.06% | 2 |
|
|
2021
Q1 | $25.5M | Buy |
123,201
+17,683
| +17% | +$3.65M | 17.03% | 2 |
|
|
2020
Q4 | $20.5M | Buy |
+105,518
| New | +$20.5M | 17.07% | 2 |
|