Strategic Capital Advisers’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
Q2 | $3.96M | Buy |
20,994
+5
| +0% | +$943 | 3.27% | 5 |
|
|
2022
Q1 | $4.78M | Hold |
20,989
| – | – | 3.64% | 4 |
|
|
2021
Q4 | $5.07M | Sell |
20,989
-1,799
| -8% | -$434K | 3.63% | 3 |
|
|
2021
Q3 | $5.06M | Sell |
22,788
-2,499
| -10% | -$555K | 3.94% | 3 |
|
|
2021
Q2 | $5.64M | Sell |
25,287
-4,000
| -14% | -$891K | 4.66% | 3 |
|
|
2021
Q1 | $6.05M | Sell |
29,287
-1,994
| -6% | -$412K | 5.26% | 3 |
|
|
2020
Q4 | $6.09M | Buy |
31,281
+4,006
| +15% | +$780K | 5.19% | 3 |
|
|
2020
Q3 | $4.65M | Sell |
27,275
-1,092
| -4% | -$186K | 4.36% | 4 |
|
|
2020
Q2 | $4.44M | Buy |
+28,367
| New | +$4.44M | 4.46% | 4 |
|
|
2019
Q4 | – | Sell |
-187
| Closed | -$28K | – | 82 |
|
|
2019
Q3 | $28K | Buy |
+187
| New | +$28K | 0.03% | 63 |
|