Wealth Advisors of Iowa’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,600
| Closed | -$592K | – | 71 |
|
|
2022
Q2 | $592K | Hold |
2,600
| – | – | 0.1% | 55 |
|
|
2022
Q1 | $592K | Sell |
2,600
-29,213
| -92% | -$6.65M | 0.3% | 33 |
|
|
2021
Q4 | $7.68M | Sell |
31,813
-1,504
| -5% | -$363K | 4.2% | 6 |
|
|
2021
Q3 | $7.4M | Buy |
33,317
+6,878
| +26% | +$1.53M | 4.02% | 6 |
|
|
2021
Q2 | $5.89M | Buy |
26,439
+2,134
| +9% | +$475K | 3.07% | 12 |
|
|
2021
Q1 | $5.02M | Buy |
24,305
+20,299
| +507% | +$4.2M | 2.8% | 12 |
|
|
2020
Q4 | $780K | Buy |
+4,006
| New | +$780K | 0.48% | 17 |
|
|
2020
Q3 | – | Sell |
-2,171
| Closed | -$340K | – | 35 |
|
|
2020
Q2 | $340K | Sell |
2,171
-144
| -6% | -$22.6K | 0.26% | 21 |
|
|
2020
Q1 | $298K | Buy |
+2,315
| New | +$298K | 0.24% | 19 |
|