Pantheon Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $964K | Sell |
4,078
-127
| -3% | -$30K | 0.76% | 51 |
|
2021
Q3 | $923K | Sell |
4,205
-128
| -3% | -$28.1K | 0.79% | 47 |
|
2021
Q2 | $965K | Buy |
4,333
+173
| +4% | +$38.5K | 0.81% | 43 |
|
2021
Q1 | $860K | Buy |
4,160
+413
| +11% | +$85.4K | 0.83% | 43 |
|
2020
Q4 | $729K | Sell |
3,747
-188
| -5% | -$36.6K | 0.8% | 45 |
|
2020
Q3 | $670K | Buy |
3,935
+1,638
| +71% | +$279K | 0.8% | 46 |
|
2020
Q2 | $360K | Buy |
2,297
+57
| +3% | +$8.93K | 0.45% | 53 |
|
2020
Q1 | $281K | Sell |
2,240
-70,960
| -97% | -$8.9M | 0.42% | 44 |
|
2019
Q4 | $12M | Buy |
+73,200
| New | +$12M | 11.25% | 1 |
|