Rational 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-142,133
| Closed | -$34.3M | – | 298 |
|
|
2021
Q4 | $34.3M | Buy |
142,133
+27,867
| +24% | +$6.73M | 2.1% | 16 |
|
|
2021
Q3 | $25.4M | Buy |
114,266
+44,890
| +65% | +$9.97M | 1.98% | 17 |
|
|
2021
Q2 | $15.5M | Buy |
69,376
+30,449
| +78% | +$6.78M | 1.82% | 14 |
|
|
2021
Q1 | $8.05M | Buy |
38,927
+17,672
| +83% | +$3.65M | 1.49% | 16 |
|
|
2020
Q4 | $4.14M | Buy |
21,255
+14,145
| +199% | +$2.75M | 1.11% | 19 |
|
|
2020
Q3 | $1.21M | Buy |
7,110
+3,326
| +88% | +$566K | 0.52% | 62 |
|
|
2020
Q2 | $592K | Buy |
3,784
+809
| +27% | +$127K | 0.31% | 105 |
|
|
2020
Q1 | $384K | Buy |
+2,975
| New | +$384K | 0.28% | 104 |
|