TCPG
Trivant Custom Portfolio Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$23.7K | – | 198 |
|
|
2023
Q4 | $23.7K | Hold |
100
| – | – | 0.02% | 136 |
|
|
2023
Q3 | $21.2K | Hold |
100
| – | – | 0.02% | 128 |
|
|
2023
Q2 | $22K | Sell |
100
-2,100
| -95% | -$463K | 0.02% | 142 |
|
|
2023
Q1 | $449K | Buy |
+2,200
| New | +$449K | 0.32% | 43 |
|