Personal CFO Solutions’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
Q4 | – | Sell |
-6,739
| Closed | -$1.91M | – | 614 |
|
|
2024
Q3 | $1.91M | Sell |
6,739
-199
| -3% | -$56.3K | 0.27% | 73 |
|
|
2024
Q2 | $1.86M | Buy |
6,938
+101
| +1% | +$27K | 0.29% | 66 |
|
|
2024
Q1 | $1.78M | Sell |
6,837
-705
| -9% | -$183K | 0.28% | 73 |
|
|
2023
Q4 | $1.79M | Buy |
7,542
+2,460
| +48% | +$584K | 0.31% | 59 |
|
|
2023
Q3 | $1.08M | Buy |
5,082
+966
| +23% | +$205K | 0.21% | 90 |
|
|
2023
Q2 | $907K | Buy |
4,116
+502
| +14% | +$111K | 0.18% | 109 |
|
|
2023
Q1 | $738K | Sell |
3,614
-783
| -18% | -$160K | 0.15% | 131 |
|
|
2022
Q4 | $904K | Buy |
4,397
+2,628
| +149% | +$541K | 0.19% | 99 |
|
|
2022
Q3 | $317K | Buy |
1,769
+276
| +18% | +$49.5K | 0.08% | 243 |
|
|
2022
Q2 | $282K | Buy |
1,493
+146
| +11% | +$27.6K | 0.07% | 283 |
|
|
2022
Q1 | $307K | Buy |
1,347
+106
| +9% | +$24.2K | 0.06% | 315 |
|
|
2021
Q4 | $300K | Sell |
1,241
-5
| -0.4% | -$1.21K | 0.06% | 321 |
|
|
2021
Q3 | $277K | Sell |
1,246
-187
| -13% | -$41.6K | 0.06% | 312 |
|
|
2021
Q2 | $319K | Buy |
1,433
+44
| +3% | +$9.8K | 0.07% | 274 |
|
|
2021
Q1 | $287K | Buy |
1,389
+94
| +7% | +$19.4K | 0.06% | 272 |
|
|
2020
Q4 | $252K | Hold |
1,295
| – | – | 0.06% | 287 |
|
|
2020
Q3 | $0 | Hold |
1,295
| – | – | ﹤0.01% | 328 |
|
|
2020
Q2 | $203K | Buy |
+1,295
| New | +$203K | 0.06% | 289 |
|