Southern Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.07M | Sell |
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|
2022
Q4 | $3.84M | Sell |
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|
2022
Q3 | $4.61M | Buy |
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|
2022
Q2 | $4.22M | Sell |
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|
2022
Q1 | $16.3M | Buy |
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|
2021
Q4 | $4.06M | Sell |
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|
2021
Q3 | $6.15M | Buy |
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|
2021
Q2 | $6.08M | Sell |
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|
2021
Q1 | $5.56M | Buy |
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|
2020
Q4 | $5.02M | Buy |
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|
2020
Q3 | $3.91M | Buy |
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|
2020
Q2 | $1.91M | Buy |
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|
2020
Q1 | $1.54M | Buy |
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|
2019
Q4 | $1.84M | Buy |
|