Wealthgate Family Office’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
Q3 | $2.06M | Buy |
7,284
+25
| +0.3% | +$7.08K | 5.74% | 4 |
|
|
2024
Q2 | $1.94M | Hold |
7,259
| – | – | 4.78% | 6 |
|
|
2024
Q1 | $1.89M | Buy |
7,259
+26
| +0.4% | +$6.76K | 4.9% | 6 |
|
|
2023
Q4 | $1.72M | Buy |
7,233
+30
| +0.4% | +$7.12K | 4.75% | 6 |
|
|
2023
Q3 | $1.53M | Buy |
7,203
+27
| +0.4% | +$5.74K | 4.76% | 7 |
|
|
2023
Q2 | $1.58M | Buy |
7,176
+28
| +0.4% | +$6.17K | 4.62% | 7 |
|
|
2023
Q1 | $1.46M | Sell |
7,148
-702
| -9% | -$143K | 4.2% | 7 |
|
|
2022
Q4 | $1.5M | Buy |
7,850
+38
| +0.5% | +$7.27K | 4.08% | 7 |
|
|
2022
Q3 | $1.4M | Buy |
7,812
+34
| +0.4% | +$6.1K | 3.73% | 7 |
|
|
2022
Q2 | $1.47M | Buy |
7,778
+30
| +0.4% | +$5.66K | 3.62% | 8 |
|
|
2022
Q1 | $1.76M | Buy |
7,748
+24
| +0.3% | +$5.46K | 3.54% | 9 |
|
|
2021
Q4 | $1.87M | Buy |
7,724
+27
| +0.4% | +$6.52K | 2.9% | 9 |
|
|
2021
Q3 | $1.71M | Buy |
7,697
+25
| +0.3% | +$5.55K | 2.63% | 8 |
|
|
2021
Q2 | $1.71M | Buy |
7,672
+23
| +0.3% | +$5.13K | 3.37% | 8 |
|
|
2021
Q1 | $1.58M | Buy |
7,649
+25
| +0.3% | +$5.17K | 2.15% | 9 |
|
|
2020
Q4 | $1.48M | Buy |
+7,624
| New | +$1.48M | 2.22% | 9 |
|