Ratio Wealth 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
Q1 | $2.29M | Buy |
8,805
+193
| +2% | +$50.2K | 0.43% | 39 |
|
|
2023
Q4 | $2.04M | Sell |
8,612
-35
| -0.4% | -$8.3K | 0.44% | 41 |
|
|
2023
Q3 | $1.84M | Sell |
8,647
-82
| -0.9% | -$17.4K | 0.46% | 35 |
|
|
2023
Q2 | $1.92M | Buy |
+8,729
| New | +$1.92M | 0.48% | 35 |
|
|
2022
Q4 | $1.78M | Buy |
9,295
+3,753
| +68% | +$718K | 0.5% | 33 |
|
|
2022
Q3 | $995K | Buy |
5,542
+232
| +4% | +$41.6K | 0.32% | 37 |
|
|
2022
Q2 | $1M | Buy |
5,310
+33
| +0.6% | +$6.22K | 0.33% | 36 |
|
|
2022
Q1 | $1.2M | Sell |
5,277
-65
| -1% | -$14.8K | 0.36% | 35 |
|
|
2021
Q4 | $1.29M | Hold |
5,342
| – | – | 0.39% | 32 |
|
|
2021
Q3 | $1.19M | Hold |
5,342
| – | – | 0.39% | 30 |
|
|
2021
Q2 | $1.19M | Sell |
5,342
-187
| -3% | -$41.7K | 0.43% | 30 |
|
|
2021
Q1 | $1.14M | Sell |
5,529
-104
| -2% | -$21.5K | 0.48% | 29 |
|
|
2020
Q4 | $1.1M | Buy |
+5,633
| New | +$1.1M | 0.59% | 27 |
|