TCWP’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,555
| Closed | -$416K | – | 58 |
|
2024
Q2 | $416K | Buy |
+1,555
| New | +$416K | 1.02% | 36 |
|
2022
Q3 | – | Sell |
-1,710
| Closed | -$322K | – | 298 |
|
2022
Q2 | $322K | Buy |
1,710
+1,310
| +328% | +$247K | 0.07% | 189 |
|
2022
Q1 | $91K | Buy |
+400
| New | +$91K | 0.02% | 367 |
|