Sadoff Investment Management’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
Q2 | – | Sell |
-1,162
| Closed | -$265K | – | 102 |
|
|
2022
Q1 | $265K | Sell |
1,162
-223
| -16% | -$50.9K | 0.02% | 85 |
|
|
2021
Q4 | $334K | Hold |
1,385
| – | – | 0.02% | 79 |
|
|
2021
Q3 | $308K | Buy |
1,385
+227
| +20% | +$50.5K | 0.02% | 82 |
|
|
2021
Q2 | $258K | Buy |
1,158
+60
| +5% | +$13.4K | 0.02% | 86 |
|
|
2021
Q1 | $227K | Buy |
+1,098
| New | +$227K | 0.02% | 89 |
|
|
2019
Q4 | – | Sell |
-2,715
| Closed | -$410K | – | 100 |
|
|
2019
Q3 | $410K | Buy |
2,715
+1,228
| +83% | +$185K | 0.03% | 60 |
|
|
2019
Q2 | $223K | Sell |
1,487
-379
| -20% | -$56.8K | 0.02% | 81 |
|
|
2019
Q1 | $270K | Buy |
+1,866
| New | +$270K | 0.02% | 76 |
|