Wealth Advisors of Tampa Bay’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
Q4 | – | Sell |
-1,282
| Closed | -$272K | – | 100 |
|
|
2023
Q3 | $272K | Buy |
+1,282
| New | +$272K | 0.08% | 86 |
|
|
2022
Q3 | – | Sell |
-1,208
| Closed | -$228K | – | 94 |
|
|
2022
Q2 | $228K | Buy |
1,208
+8
| +0.7% | +$1.51K | 0.07% | 87 |
|
|
2022
Q1 | $274K | Hold |
1,200
| – | – | 0.07% | 87 |
|
|
2021
Q4 | $290K | Buy |
+1,200
| New | +$290K | 0.07% | 90 |
|