Ten Capital 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
Q2 | $4.25M | Buy |
19,292
+11,823
| +158% | +$2.6M | 1.23% | 15 |
|
|
2023
Q1 | $1.52M | Hold |
7,469
| – | – | 0.5% | 27 |
|
|
2022
Q4 | $1.43M | Sell |
7,469
-1,260
| -14% | -$241K | 0.57% | 29 |
|
|
2022
Q3 | $1.57M | Buy |
8,729
+2,607
| +43% | +$468K | 0.71% | 27 |
|
|
2022
Q2 | $1.16M | Buy |
6,122
+155
| +3% | +$29.2K | 0.5% | 33 |
|
|
2022
Q1 | $1.36M | Sell |
5,967
-657
| -10% | -$150K | 0.57% | 29 |
|
|
2021
Q4 | $1.6M | Buy |
6,624
+7
| +0.1% | +$1.69K | 0.65% | 28 |
|
|
2021
Q3 | $1.47M | Buy |
6,617
+61
| +0.9% | +$13.5K | 0.69% | 26 |
|
|
2021
Q2 | $1.46M | Buy |
6,556
+95
| +1% | +$21.2K | 0.33% | 66 |
|
|
2021
Q1 | $1.34M | Buy |
6,461
+1,315
| +26% | +$272K | 0.33% | 66 |
|
|
2020
Q4 | $1M | Buy |
+5,146
| New | +$1M | 0.28% | 65 |
|