TC
TAP Consulting’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.2M | Buy |
35,356
+2,215
| +7% | +$642K | 2.1% | 7 |
|
|
2024
Q3 | $9.38M | Buy |
33,141
+32,240
| +3,578% | +$9.13M | 1.85% | 9 |
|
|
2024
Q2 | $241K | Sell |
901
-26
| -3% | -$6.96K | 0.05% | 147 |
|
|
2024
Q1 | $241K | Sell |
927
-3
| -0.3% | -$780 | 0.05% | 140 |
|
|
2023
Q4 | $221K | Buy |
+930
| New | +$221K | 0.05% | 122 |
|
|
2022
Q3 | – | Sell |
-1,464
| Closed | -$276K | – | 130 |
|
|
2022
Q2 | $276K | Buy |
1,464
+22
| +2% | +$4.15K | 0.08% | 107 |
|
|
2022
Q1 | $328K | Hold |
1,442
| – | – | 0.09% | 115 |
|
|
2021
Q4 | $348K | Hold |
1,442
| – | – | 0.08% | 113 |
|
|
2021
Q3 | $320K | Buy |
+1,442
| New | +$320K | 0.09% | 110 |
|
|
2020
Q1 | – | Sell |
-1,271
| Closed | -$208K | – | 115 |
|
|
2019
Q4 | $208K | Buy |
+1,271
| New | +$208K | 0.12% | 105 |
|