Sanford Advisory Services’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
Q4 | $1.89M | Buy |
9,860
+3,719
| +61% | +$711K | 0.45% | 40 |
|
|
2022
Q3 | $1.1M | Buy |
6,141
+2,601
| +73% | +$467K | 0.31% | 39 |
|
|
2022
Q2 | $668K | Buy |
3,540
+492
| +16% | +$92.8K | 0.19% | 56 |
|
|
2022
Q1 | $694K | Buy |
3,048
+768
| +34% | +$175K | 0.19% | 51 |
|
|
2021
Q4 | $550K | Buy |
2,280
+83
| +4% | +$20K | 0.12% | 61 |
|
|
2021
Q3 | $488K | Buy |
2,197
+179
| +9% | +$39.8K | 0.12% | 65 |
|
|
2021
Q2 | $449K | Sell |
2,018
-135
| -6% | -$30K | 0.12% | 68 |
|
|
2021
Q1 | $445K | Hold |
2,153
| – | – | 0.12% | 64 |
|
|
2020
Q4 | $419K | Buy |
+2,153
| New | +$419K | 0.13% | 63 |
|