RG
Retirement Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.43M | Sell |
5,495
-75
| -1% | -$19.5K | 0.51% | 31 |
|
|
2023
Q4 | $1.32M | Hold |
5,570
| – | – | 0.53% | 31 |
|
|
2023
Q3 | $1.18M | Buy |
5,570
+18
| +0.3% | +$3.82K | 0.49% | 31 |
|
|
2023
Q2 | $1.22M | Buy |
5,552
+265
| +5% | +$58.4K | 0.51% | 34 |
|
|
2023
Q1 | $1.08M | Buy |
5,287
+87
| +2% | +$17.8K | 0.49% | 33 |
|
|
2022
Q4 | $994K | Buy |
5,200
+5,110
| +5,678% | +$977K | 0.48% | 34 |
|
|
2022
Q3 | $16K | Sell |
90
-5,110
| -98% | -$908K | 0.01% | 206 |
|
|
2022
Q2 | $981K | Sell |
5,200
-13
| -0.2% | -$2.45K | 0.41% | 40 |
|
|
2022
Q1 | $1.19M | Sell |
5,213
-100
| -2% | -$22.8K | 0.46% | 33 |
|
|
2021
Q4 | $1.28M | Hold |
5,313
| – | – | 0.56% | 32 |
|
|
2021
Q3 | $1.18M | Hold |
5,313
| – | – | 0.54% | 33 |
|
|
2021
Q2 | $1.18M | Sell |
5,313
-875
| -14% | -$195K | 0.57% | 33 |
|
|
2021
Q1 | $1.28M | Sell |
6,188
-65
| -1% | -$13.4K | 0.58% | 32 |
|
|
2020
Q4 | $1.22M | Sell |
6,253
-85
| -1% | -$16.5K | 0.56% | 35 |
|
|
2020
Q3 | $1.08M | Buy |
6,338
+195
| +3% | +$33.2K | 0.61% | 39 |
|
|
2020
Q2 | $962K | Buy |
+6,143
| New | +$962K | 0.6% | 38 |
|
|
2019
Q4 | $992K | Buy |
+6,063
| New | +$992K | 0.65% | 37 |
|