Sage Investment Advisers’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 | $914K | Buy |
3,229
+23
| +0.7% | +$6.51K | 0.96% | 31 |
|
|
2024
Q2 | $858K | Buy |
3,206
+77
| +2% | +$20.6K | 0.97% | 31 |
|
|
2024
Q1 | $813K | Buy |
3,129
+3
| +0.1% | +$780 | 0.93% | 34 |
|
|
2023
Q4 | $742K | Sell |
3,126
-196
| -6% | -$46.5K | 0.9% | 36 |
|
|
2023
Q3 | $706K | Buy |
3,322
+4
| +0.1% | +$850 | 0.97% | 35 |
|
|
2023
Q2 | $731K | Sell |
3,318
-3
| -0.1% | -$661 | 0.98% | 34 |
|
|
2023
Q1 | $678K | Buy |
3,321
+479
| +17% | +$97.8K | 0.91% | 35 |
|
|
2022
Q4 | $543K | Buy |
2,842
+500
| +21% | +$95.6K | 0.77% | 35 |
|
|
2022
Q3 | $420K | Buy |
2,342
+491
| +27% | +$88.1K | 0.66% | 39 |
|
|
2022
Q2 | $349K | Sell |
1,851
-550
| -23% | -$104K | 0.55% | 44 |
|
|
2022
Q1 | $547K | Buy |
2,401
+76
| +3% | +$17.3K | 0.72% | 38 |
|
|
2021
Q4 | $561K | Buy |
+2,325
| New | +$561K | 0.72% | 36 |
|