Personal Wealth 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
Q2 | – | Sell |
-1,978
| Closed | -$450K | – | 68 |
|
|
2022
Q1 | $450K | Hold |
1,978
| – | – | 0.2% | 51 |
|
|
2021
Q4 | $478K | Buy |
1,978
+654
| +49% | +$158K | 0.2% | 53 |
|
|
2021
Q3 | $294K | Buy |
1,324
+27
| +2% | +$6K | 0.12% | 60 |
|
|
2021
Q2 | $289K | Hold |
1,297
| – | – | 0.12% | 61 |
|
|
2021
Q1 | $268K | Hold |
1,297
| – | – | 0.12% | 61 |
|
|
2020
Q4 | $252K | Sell |
1,297
-57
| -4% | -$11.1K | 0.12% | 60 |
|
|
2020
Q3 | $231K | Sell |
1,354
-94
| -6% | -$16K | 0.12% | 62 |
|
|
2020
Q2 | $227K | Sell |
1,448
-369
| -20% | -$57.8K | 0.12% | 57 |
|
|
2020
Q1 | $234K | Hold |
1,817
| – | – | 0.14% | 54 |
|
|
2019
Q4 | $297K | Sell |
1,817
-53
| -3% | -$8.66K | 0.13% | 53 |
|
|
2019
Q3 | $282K | Sell |
1,870
-156
| -8% | -$23.5K | 0.13% | 54 |
|
|
2019
Q2 | $304K | Sell |
2,026
-579
| -22% | -$86.9K | 0.15% | 48 |
|
|
2019
Q1 | $377K | Buy |
+2,605
| New | +$377K | 0.2% | 43 |
|