Summit Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,600
| Closed | -$306K | – | 1107 |
|
|
2022
Q4 | $306K | Buy |
1,600
+800
| +100% | +$153K | 0.01% | 220 |
|
|
2022
Q3 | $144K | Sell |
800
-400
| -33% | -$72K | 0.01% | 312 |
|
|
2022
Q2 | $226K | Sell |
1,200
-200
| -14% | -$37.7K | 0.03% | 166 |
|
|
2022
Q1 | $319K | Sell |
1,400
-6,100
| -81% | -$1.39M | 0.04% | 174 |
|
|
2021
Q4 | $1.81M | Buy |
+7,500
| New | +$1.81M | 0.08% | 93 |
|