Syverson Strege & Co’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
Q2 | – | Sell |
-625
| Closed | -$128K | – | 609 |
|
|
2023
Q1 | $128K | Buy |
625
+29
| +5% | +$5.92K | 0.05% | 79 |
|
|
2022
Q4 | $114K | Sell |
596
-54
| -8% | -$10.3K | 0.05% | 86 |
|
|
2022
Q3 | $117K | Buy |
650
+54
| +9% | +$9.72K | 0.06% | 81 |
|
|
2022
Q2 | $112K | Hold |
596
| – | – | 0.04% | 95 |
|
|
2022
Q1 | $136K | Hold |
596
| – | – | 0.15% | 77 |
|
|
2021
Q4 | $144K | Hold |
596
| – | – | 0.11% | 78 |
|
|
2021
Q3 | $132K | Hold |
596
| – | – | 0.11% | 84 |
|
|
2021
Q2 | $133K | Hold |
596
| – | – | 0.12% | 81 |
|
|
2021
Q1 | $123K | Hold |
596
| – | – | 0.13% | 80 |
|
|
2020
Q4 | $116K | Buy |
+596
| New | +$116K | 0.11% | 78 |
|