Peterson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-978
| Closed | -$215K | – | 69 |
|
|
2023
Q2 | $215K | Sell |
978
-5,294
| -84% | -$1.17M | 0.17% | 66 |
|
|
2023
Q1 | $1.28M | Sell |
6,272
-74
| -1% | -$15.1K | 1.23% | 25 |
|
|
2022
Q4 | $1.21M | Sell |
6,346
-98
| -2% | -$18.7K | 1.24% | 24 |
|
|
2022
Q3 | $1.16M | Buy |
6,444
+842
| +15% | +$151K | 1.08% | 27 |
|
|
2022
Q2 | $1.06M | Sell |
5,602
-2,335
| -29% | -$441K | 1.37% | 24 |
|
|
2022
Q1 | $1.81M | Buy |
7,937
+944
| +13% | +$215K | 1.21% | 26 |
|
|
2021
Q4 | $1.69M | Buy |
6,993
+288
| +4% | +$69.5K | 1.13% | 34 |
|
|
2021
Q3 | $1.49M | Sell |
6,705
-100
| -1% | -$22.2K | 1.15% | 32 |
|
|
2021
Q2 | $1.52M | Buy |
6,805
+2,065
| +44% | +$460K | 1.18% | 30 |
|
|
2021
Q1 | $980K | Sell |
4,740
-3,971
| -46% | -$821K | 0.83% | 30 |
|
|
2020
Q4 | $1.7M | Sell |
8,711
-258
| -3% | -$50.2K | 1.38% | 22 |
|
|
2020
Q3 | $1.53M | Sell |
8,969
-2,690
| -23% | -$458K | 1.35% | 22 |
|
|
2020
Q2 | $1.83M | Sell |
11,659
-85
| -0.7% | -$13.3K | 1.81% | 21 |
|
|
2020
Q1 | $1.51M | Sell |
11,744
-4,185
| -26% | -$540K | 1.84% | 21 |
|
|
2019
Q4 | $2.65M | Buy |
+15,929
| New | +$2.65M | 2.41% | 16 |
|