TP
Truvvo Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-30,140
| Closed | -$6.69M | – | 30 |
|
|
2021
Q3 | $6.69M | Hold |
30,140
| – | – | 4.63% | 5 |
|
|
2021
Q2 | $6.72M | Hold |
30,140
| – | – | 4.6% | 5 |
|
|
2021
Q1 | $6.23M | Hold |
30,140
| – | – | 4.72% | 5 |
|
|
2020
Q4 | $5.87M | Hold |
30,140
| – | – | 3.93% | 6 |
|
|
2020
Q3 | $5.13M | Hold |
30,140
| – | – | 3.96% | 6 |
|
|
2020
Q2 | $4.72M | Hold |
30,140
| – | – | 3.68% | 5 |
|
|
2020
Q1 | $3.89M | Buy |
+30,140
| New | +$3.89M | 3.57% | 5 |
|