Unionview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $972K | Buy |
3,352
+44
| +1% | +$12.8K | 0.71% | 28 |
|
|
2024
Q3 | $937K | Sell |
3,308
-81
| -2% | -$22.9K | 0.73% | 27 |
|
|
2024
Q2 | $907K | Buy |
3,389
+58
| +2% | +$15.5K | 0.74% | 30 |
|
|
2024
Q1 | $866K | Buy |
3,331
+71
| +2% | +$18.5K | 0.72% | 26 |
|
|
2023
Q4 | $773K | Buy |
3,260
+13
| +0.4% | +$3.08K | 0.69% | 30 |
|
|
2023
Q3 | $690K | Buy |
3,247
+12
| +0.4% | +$2.55K | 0.65% | 31 |
|
|
2023
Q2 | $713K | Buy |
3,235
+13
| +0.4% | +$2.86K | 0.65% | 27 |
|
|
2023
Q1 | $658K | Buy |
3,222
+12
| +0.4% | +$2.45K | 0.62% | 31 |
|
|
2022
Q4 | $614K | Buy |
3,210
+16
| +0.5% | +$3.06K | 0.61% | 31 |
|
|
2022
Q3 | $573K | Hold |
3,194
| – | – | 0.65% | 29 |
|
|
2022
Q2 | $602K | Buy |
3,194
+95
| +3% | +$17.9K | 0.67% | 26 |
|
|
2022
Q1 | $706K | Sell |
3,099
-121
| -4% | -$27.6K | 0.66% | 28 |
|
|
2021
Q4 | $777K | Buy |
+3,220
| New | +$777K | 0.73% | 25 |
|