SEA
Stegent Equity Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,383
| Closed | -$248K | – | 78 |
|
|
2022
Q3 | $248K | Buy |
1,383
+48
| +4% | +$8.61K | 0.37% | 54 |
|
|
2022
Q2 | $251K | Sell |
1,335
-1,308
| -49% | -$246K | 0.33% | 63 |
|
|
2022
Q1 | $602K | Buy |
2,643
+1,485
| +128% | +$338K | 0.51% | 49 |
|
|
2021
Q4 | $279K | Buy |
+1,158
| New | +$279K | 0.23% | 90 |
|