V 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
Q3 | $2.24M | Sell |
10,554
-9,044
| -46% | -$1.92M | 1.8% | 11 |
|
2023
Q2 | $4.32M | Sell |
19,598
-2,455
| -11% | -$541K | 0.72% | 25 |
|
2023
Q1 | $4.5M | Sell |
22,053
-3,256
| -13% | -$665K | 0.84% | 21 |
|
2022
Q4 | $4.84M | Sell |
25,309
-26,375
| -51% | -$5.04M | 1% | 17 |
|
2022
Q3 | $9.28M | Sell |
51,684
-3,347
| -6% | -$601K | 1.86% | 8 |
|
2022
Q2 | $10.4M | Buy |
55,031
+3,562
| +7% | +$672K | 1.96% | 7 |
|
2022
Q1 | $11.7M | Sell |
51,469
-15,299
| -23% | -$3.48M | 1.88% | 7 |
|
2021
Q4 | $16.1M | Buy |
66,768
+6,944
| +12% | +$1.68M | 2.36% | 7 |
|
2021
Q3 | $13.3M | Buy |
59,824
+26,966
| +82% | +$5.99M | 2.05% | 7 |
|
2021
Q2 | $7.32M | Buy |
32,858
+95
| +0.3% | +$21.2K | 1.17% | 9 |
|
2021
Q1 | $6.77M | Buy |
32,763
+1,945
| +6% | +$402K | 1.24% | 10 |
|
2020
Q4 | $6M | Buy |
30,818
+29,140
| +1,737% | +$5.67M | 1.24% | 9 |
|
2020
Q3 | $286K | Sell |
1,678
-31,188
| -95% | -$5.32M | 0.2% | 130 |
|
2020
Q2 | $5.14M | Sell |
32,866
-355
| -1% | -$55.6K | 1.34% | 10 |
|
2020
Q1 | $4.28M | Sell |
33,221
-4,045
| -11% | -$521K | 1.34% | 15 |
|
2019
Q4 | $5.63M | Hold |
37,266
| – | – | 2.01% | 7 |
|
2019
Q3 | $5.63M | Buy |
37,266
+1,994
| +6% | +$301K | 2.01% | 7 |
|
2019
Q2 | $5.32M | Buy |
35,272
+112
| +0.3% | +$16.9K | 2.02% | 7 |
|
2019
Q1 | $5.25M | Sell |
35,160
-2,451
| -7% | -$366K | 2.12% | 6 |
|
2018
Q4 | $5M | Sell |
37,611
-3,501
| -9% | -$466K | 2.54% | 4 |
|
2018
Q3 | $6.14M | Buy |
41,112
+4,031
| +11% | +$602K | 2.84% | 5 |
|
2018
Q2 | $5.35M | Buy |
37,081
+1,681
| +5% | +$242K | 2.99% | 4 |
|
2018
Q1 | $4.7M | Buy |
35,400
+3,627
| +11% | +$481K | 2.51% | 5 |
|
2017
Q4 | $4.51M | Buy |
31,773
+1,618
| +5% | +$230K | 2.27% | 5 |
|
2017
Q3 | $3.91M | Sell |
30,155
-847
| -3% | -$110K | 1.98% | 8 |
|
2017
Q2 | $3.85M | Buy |
31,002
+2,285
| +8% | +$284K | 1.81% | 8 |
|
2017
Q1 | $3.48M | Buy |
28,717
+671
| +2% | +$81.2K | 2.13% | 5 |
|
2016
Q4 | $3.24M | Buy |
28,046
+17,453
| +165% | +$2.02M | 2.37% | 2 |
|
2016
Q3 | $1.18M | Buy |
10,593
+107
| +1% | +$12K | 0.96% | 38 |
|
2016
Q2 | $1.12M | Buy |
10,486
+310
| +3% | +$33.2K | 0.92% | 38 |
|
2016
Q1 | $1.06M | Buy |
+10,176
| New | +$1.06M | 0.85% | 43 |
|