SBB Research Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.47M | Hold |
35,153
| – | – | 13.32% | 2 |
|
|
2023
Q2 | $7.74M | Sell |
35,153
-68,552
| -66% | -$15.1M | 14.05% | 2 |
|
|
2023
Q1 | $21.2M | Hold |
103,705
| – | – | 29.86% | 1 |
|
|
2022
Q4 | $19.8M | Hold |
103,705
| – | – | 28.63% | 1 |
|
|
2022
Q3 | $18.6M | Hold |
103,705
| – | – | 26.35% | 1 |
|
|
2022
Q2 | $19.6M | Hold |
103,705
| – | – | 7.83% | 5 |
|
|
2022
Q1 | $23.6M | Hold |
103,705
| – | – | 5.1% | 7 |
|
|
2021
Q4 | $25M | Buy |
+103,705
| New | +$25M | 3.75% | 6 |
|