Sitrin 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-2,017
| Closed | -$260K | – | 38 |
|
2020
Q1 | $260K | Sell |
2,017
-1,035
| -34% | -$133K | 0.15% | 35 |
|
2019
Q4 | $499K | Sell |
3,052
-5,740
| -65% | -$938K | 0.26% | 30 |
|
2019
Q3 | $1.33M | Hold |
8,792
| – | – | 0.72% | 29 |
|
2019
Q2 | $1.32M | Hold |
8,792
| – | – | 0.7% | 30 |
|
2019
Q1 | $1.27M | Hold |
8,792
| – | – | 0.68% | 31 |
|
2018
Q4 | $1.12M | Buy |
+8,792
| New | +$1.12M | 0.68% | 30 |
|