Strategic Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $6.07M | Sell |
27,258
-3,649
| -12% | -$813K | 2.22% | 8 |
|
|
2021
Q1 | $6.39M | Buy |
30,907
+21,907
| +243% | +$4.53M | 2.44% | 8 |
|
|
2020
Q4 | $1.75M | Buy |
9,000
+3
| +0% | +$584 | 0.76% | 21 |
|
|
2020
Q3 | $1.53M | Buy |
8,997
+2
| +0% | +$341 | 0.74% | 22 |
|
|
2020
Q2 | $1.41M | Buy |
8,995
+3
| +0% | +$470 | 0.83% | 21 |
|
|
2020
Q1 | $1.16M | Buy |
8,992
+3
| +0% | +$387 | 0.86% | 20 |
|
|
2019
Q4 | $1.47M | Buy |
8,989
+3
| +0% | +$491 | 0.95% | 18 |
|
|
2019
Q3 | $1.36M | Buy |
8,986
+3
| +0% | +$453 | 0.98% | 19 |
|
|
2019
Q2 | $1.35M | Sell |
8,983
-104
| -1% | -$15.6K | 1.03% | 17 |
|
|
2019
Q1 | $1.32M | Sell |
9,087
-19
| -0.2% | -$2.75K | 1.08% | 15 |
|
|
2018
Q4 | $1.16M | Buy |
+9,106
| New | +$1.16M | 1.12% | 14 |
|