Peterson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $272K | Sell |
962
-10
| -1% | -$2.83K | 1.05% | 28 |
|
|
2024
Q2 | $260K | Hold |
972
| – | – | 1.58% | 27 |
|
|
2024
Q1 | $253K | Buy |
972
+4
| +0.4% | +$1.04K | 1.65% | 23 |
|
|
2023
Q4 | $230K | Buy |
968
+4
| +0.4% | +$949 | 1.51% | 25 |
|
|
2023
Q3 | $205K | Buy |
964
+3
| +0.3% | +$637 | 2.04% | 18 |
|
|
2023
Q2 | $212K | Buy |
+961
| New | +$212K | 1.94% | 19 |
|