Palladium Partners’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
Q1
$293K Sell
1,288
-1,120
-47% -$255K 0.01% 290
2021
Q4
$581K Buy
2,408
+1,130
+88% +$273K 0.02% 236
2021
Q3
$284K Buy
1,278
+111
+10% +$24.7K 0.01% 255
2021
Q2
$260K Buy
1,167
+40
+4% +$8.91K 0.01% 255
2021
Q1
$233K Sell
1,127
-307
-21% -$63.5K 0.01% 262
2020
Q4
$279K Buy
+1,434
New +$279K 0.02% 225
2018
Q2
Sell
-1,659
Closed -$225K 270
2018
Q1
$225K Buy
+1,659
New +$225K 0.02% 252
2014
Q2
Sell
-587
Closed -$57K 461
2014
Q1
$57K Buy
+587
New +$57K 0.01% 332