Parker Financial’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
Q3 | – | Sell |
-1,419
| Closed | -$380K | – | 42 |
|
|
2024
Q2 | $380K | Sell |
1,419
-8
| -0.6% | -$2.14K | 0.21% | 32 |
|
|
2024
Q1 | $371K | Sell |
1,427
-135
| -9% | -$35.1K | 0.21% | 33 |
|
|
2023
Q4 | $371K | Hold |
1,562
| – | – | 0.23% | 34 |
|
|
2023
Q3 | $332K | Hold |
1,562
| – | – | 0.23% | 34 |
|
|
2023
Q2 | $344K | Hold |
1,562
| – | – | 0.25% | 30 |
|
|
2023
Q1 | $319K | Buy |
1,562
+49
| +3% | +$10K | 0.25% | 28 |
|
|
2022
Q4 | $289K | Buy |
+1,513
| New | +$289K | 0.25% | 29 |
|