OAM
Optimal Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $891K | Sell |
4,013
-4,013
| -50% | -$891K | 0.11% | 249 |
|
|
2021
Q2 | $1.79M | Hold |
8,026
| – | – | 0.21% | 170 |
|
|
2021
Q1 | $1.66M | Buy |
8,026
+80
| +1% | +$16.5K | 0.22% | 166 |
|
|
2020
Q4 | $1.55M | Hold |
7,946
| – | – | 0.22% | 162 |
|
|
2020
Q3 | $1.35M | Buy |
7,946
+3,973
| +100% | +$677K | 0.2% | 167 |
|
|
2020
Q2 | $622K | Hold |
3,973
| – | – | 0.1% | 300 |
|
|
2020
Q1 | $512 | Hold |
3,973
| – | – | 0.05% | 361 |
|
|
2019
Q4 | $650K | Buy |
+3,973
| New | +$650K | 0.1% | 291 |
|