Onyx Financial Advisors’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
Q2 | – | Sell |
-1,512
| Closed | -$393K | – | 15 |
|
|
2024
Q1 | $393K | Sell |
1,512
-5
| -0.3% | -$1.3K | 0.24% | 12 |
|
|
2023
Q4 | $360K | Buy |
1,517
+1
| +0.1% | +$237 | 0.26% | 11 |
|
|
2023
Q3 | $322K | Hold |
1,516
| – | – | 0.28% | 8 |
|
|
2023
Q2 | $334K | Hold |
1,516
| – | – | 0.29% | 9 |
|
|
2023
Q1 | $309K | Buy |
1,516
+1
| +0.1% | +$204 | 0.28% | 9 |
|
|
2022
Q4 | $290K | Buy |
+1,515
| New | +$290K | 0.29% | 9 |
|