Shelton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 760 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 767 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 738 |
|
|
2018
Q2 | – | Sell |
-9,000
| Closed | -$1.22M | – | 884 |
|
|
2018
Q1 | $1.22M | Sell |
9,000
-2,200
| -20% | -$298K | 0.08% | 206 |
|
|
2017
Q4 | $1.54M | Sell |
11,200
-340
| -3% | -$46.7K | 0.1% | 174 |
|
|
2017
Q3 | $1.5M | Hold |
11,540
| – | – | 0.1% | 184 |
|
|
2017
Q2 | $1.44M | Buy |
11,540
+200
| +2% | +$24.9K | 0.1% | 183 |
|
|
2017
Q1 | $1.38M | Hold |
11,340
| – | – | 0.1% | 184 |
|
|
2016
Q4 | $1.31M | Sell |
11,340
-463
| -4% | -$53.4K | 0.1% | 191 |
|
|
2016
Q3 | $1.31M | Buy |
11,803
+463
| +4% | +$51.5K | 0.11% | 173 |
|
|
2016
Q2 | $1.22M | Sell |
11,340
-1,368
| -11% | -$147K | 0.11% | 173 |
|
|
2016
Q1 | $1.33M | Hold |
12,708
| – | – | 0.12% | 161 |
|
|
2015
Q4 | $1.33M | Hold |
12,708
| – | – | 0.13% | 150 |
|
|
2015
Q3 | $1.26M | Buy |
+12,708
| New | +$1.26M | 0.14% | 144 |
|