RE Dickinson Investment 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 |
-1,494
| Closed | -$400K | – | 251 |
|
|
2024
Q2 | $400K | Hold |
1,494
| – | – | 0.24% | 31 |
|
|
2024
Q1 | $388K | Sell |
1,494
-101
| -6% | -$26.2K | 0.24% | 31 |
|
|
2023
Q4 | $378K | Buy |
+1,595
| New | +$378K | 0.25% | 31 |
|
|
2023
Q1 | – | Sell |
-79
| Closed | -$15K | – | 422 |
|
|
2022
Q4 | $15K | Buy |
+79
| New | +$15K | 0.01% | 232 |
|