Surevest’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
Q3 | $112K | Hold |
622
| – | – | 0.03% | 161 |
|
|
2022
Q2 | $117K | Hold |
622
| – | – | 0.03% | 161 |
|
|
2022
Q1 | $142K | Sell |
622
-23
| -4% | -$5.25K | 0.03% | 145 |
|
|
2021
Q4 | $156K | Buy |
+645
| New | +$156K | 0.04% | 131 |
|
|
2019
Q1 | – | Sell |
-2,336
| Closed | -$298K | – | 139 |
|
|
2018
Q4 | $298K | Buy |
+2,336
| New | +$298K | 0.24% | 84 |
|