Strategic Investment 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
2023
Q1
Sell
-2,073
Closed -$396K 251
2022
Q4
$396K Buy
+2,073
New +$396K 0.08% 169
2022
Q1
Sell
-1,295
Closed -$313K 209
2021
Q4
$313K Buy
+1,295
New +$313K 0.06% 176