Pillar Wealth Advisors’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 |
-2,921
| Closed | -$781K | – | 57 |
|
|
2024
Q2 | $781K | Sell |
2,921
-191
| -6% | -$51.1K | 0.94% | 28 |
|
|
2024
Q1 | $809K | Buy |
3,112
+11
| +0.4% | +$2.86K | 0.61% | 34 |
|
|
2023
Q4 | $736K | Buy |
3,101
+28
| +0.9% | +$6.64K | 0.57% | 39 |
|
|
2023
Q3 | $653K | Hold |
3,073
| – | – | 0.57% | 40 |
|
|
2023
Q2 | $677K | Buy |
3,073
+1
| +0% | +$220 | 0.57% | 40 |
|
|
2023
Q1 | $627K | Buy |
3,072
+1
| +0% | +$204 | 0.62% | 32 |
|
|
2022
Q4 | $587K | Buy |
+3,071
| New | +$587K | 0.57% | 36 |
|