Sanders Morris Harris’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
Q4 | – | Sell |
-12,403
| Closed | -$3.51M | – | 317 |
|
|
2024
Q3 | $3.51M | Sell |
12,403
-15,798
| -56% | -$4.47M | 0.58% | 27 |
|
|
2024
Q2 | $7.54M | Buy |
28,201
+27,934
| +10,462% | +$7.47M | 1.24% | 13 |
|
|
2024
Q1 | $7.49M | Sell |
267
-15,399
| -98% | -$432M | 1.38% | 10 |
|
|
2023
Q4 | $3.7M | Buy |
15,666
+48
| +0.3% | +$11.3K | 1.82% | 8 |
|
|
2023
Q3 | $3.3M | Buy |
+15,618
| New | +$3.3M | 0.68% | 24 |
|
|
2018
Q1 | – | Sell |
-1,612
| Closed | -$221K | – | 156 |
|
|
2017
Q4 | $221K | Hold |
1,612
| – | – | 0.09% | 107 |
|
|
2017
Q3 | $209K | Hold |
1,612
| – | – | 0.09% | 112 |
|
|
2017
Q2 | $201K | Buy |
+1,612
| New | +$201K | 0.08% | 109 |
|
|
2016
Q2 | – | Sell |
-3,664
| Closed | -$384K | – | 330 |
|
|
2016
Q1 | $384K | Buy |
+3,664
| New | +$384K | 0.07% | 219 |
|