TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.54M | Buy |
9,865
+252
| +3% | +$39.4K | 0.65% | 28 |
|
|
2020
Q1 | $1.24M | Sell |
9,613
-184
| -2% | -$23.7K | 0.6% | 29 |
|
|
2019
Q4 | $1.6M | Buy |
9,797
+3,825
| +64% | +$626K | 0.65% | 27 |
|
|
2019
Q3 | $902K | Buy |
5,972
+1,098
| +23% | +$166K | 0.39% | 40 |
|
|
2019
Q2 | $732K | Buy |
4,874
+238
| +5% | +$35.7K | 0.33% | 48 |
|
|
2019
Q1 | $671K | Buy |
4,636
+146
| +3% | +$21.1K | 0.31% | 52 |
|
|
2018
Q4 | $573K | Buy |
4,490
+146
| +3% | +$18.6K | 0.29% | 54 |
|
|
2018
Q3 | $650K | Sell |
4,344
-75
| -2% | -$11.2K | 0.3% | 50 |
|
|
2018
Q2 | $621K | Buy |
4,419
+1,926
| +77% | +$271K | 0.3% | 53 |
|
|
2018
Q1 | $338K | Buy |
2,493
+26
| +1% | +$3.53K | 0.17% | 89 |
|
|
2017
Q4 | $339K | Buy |
+2,467
| New | +$339K | 0.16% | 97 |
|