Stone Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,602
| Closed | -$306K | – | 43 |
|
|
2022
Q4 | $306K | Buy |
1,602
+7
| +0.4% | +$1.34K | 0.19% | 37 |
|
|
2022
Q3 | $286K | Buy |
1,595
+7
| +0.4% | +$1.26K | 0.19% | 36 |
|
|
2022
Q2 | $300K | Buy |
1,588
+34
| +2% | +$6.42K | 0.19% | 43 |
|
|
2022
Q1 | $354K | Sell |
1,554
-21
| -1% | -$4.78K | 0.2% | 39 |
|
|
2021
Q4 | $380K | Buy |
+1,575
| New | +$380K | 0.22% | 33 |
|