Sutton Wealth 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 |
-298
| Closed | -$57K | – | 1557 |
|
|
2022
Q4 | $57K | Hold |
298
| – | – | 0.02% | 355 |
|
|
2022
Q3 | $53.5K | Hold |
298
| – | – | 0.02% | 362 |
|
|
2022
Q2 | $56.2K | Hold |
298
| – | – | 0.02% | 349 |
|
|
2022
Q1 | $67.8K | Hold |
298
| – | – | 0.02% | 327 |
|
|
2021
Q4 | $71.9K | Buy |
+298
| New | +$71.9K | 0.02% | 322 |
|