Waller Financial Planning Group’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
Q1 | – | Sell |
-3,053
| Closed | -$500K | – | 48 |
|
|
2019
Q4 | $500K | Sell |
3,053
-260
| -8% | -$42.6K | 0.25% | 37 |
|
|
2019
Q3 | $511K | Sell |
3,313
-980
| -23% | -$151K | 0.27% | 36 |
|
|
2019
Q2 | $656K | Sell |
4,293
-3,559
| -45% | -$544K | 0.36% | 32 |
|
|
2019
Q1 | $1.17M | Sell |
7,852
-2,540
| -24% | -$378K | 0.67% | 27 |
|
|
2018
Q4 | $1.33M | Buy |
+10,392
| New | +$1.33M | 0.92% | 26 |
|