Souders Financial Advisors’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 | – | Sell |
-1,358
| Closed | -$244K | – | 154 |
|
|
2022
Q3 | $244K | Buy |
1,358
+280
| +26% | +$50.3K | 0.07% | 139 |
|
|
2022
Q2 | $203K | Buy |
1,078
+6
| +0.6% | +$1.13K | 0.06% | 133 |
|
|
2022
Q1 | $244K | Buy |
1,072
+1
| +0.1% | +$228 | 0.07% | 127 |
|
|
2021
Q4 | $259K | Sell |
1,071
-20
| -2% | -$4.84K | 0.07% | 123 |
|
|
2021
Q3 | $242K | Sell |
1,091
-15
| -1% | -$3.33K | 0.08% | 123 |
|
|
2021
Q2 | $246K | Hold |
1,106
| – | – | 0.08% | 121 |
|
|
2021
Q1 | $229K | Sell |
1,106
-41
| -4% | -$8.49K | 0.09% | 115 |
|
|
2020
Q4 | $223K | Buy |
1,147
+2
| +0.2% | +$389 | 0.1% | 101 |
|
|
2020
Q3 | $207K | Buy |
+1,145
| New | +$207K | 0.1% | 102 |
|