WealthOne’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 | $3.14M | Sell |
14,806
-257
| -2% | -$54.6K | 1.27% | 17 |
|
|
2023
Q2 | $3.32M | Buy |
15,063
+82
| +0.5% | +$18.1K | 1.22% | 18 |
|
|
2023
Q1 | $3.06M | Buy |
14,981
+322
| +2% | +$65.7K | 1.19% | 17 |
|
|
2022
Q4 | $2.8M | Buy |
14,659
+127
| +0.9% | +$24.3K | 1.14% | 18 |
|
|
2022
Q3 | $2.61M | Sell |
14,532
-654
| -4% | -$117K | 1.13% | 18 |
|
|
2022
Q2 | $2.86M | Buy |
15,186
+204
| +1% | +$38.5K | 1.17% | 18 |
|
|
2022
Q1 | $3.41M | Buy |
14,982
+37
| +0.2% | +$8.42K | 1.2% | 18 |
|
|
2021
Q4 | $3.61M | Sell |
14,945
-503
| -3% | -$121K | 1.25% | 17 |
|
|
2021
Q3 | $3.43M | Buy |
15,448
+587
| +4% | +$130K | 1.29% | 16 |
|
|
2021
Q2 | $3.31M | Buy |
14,861
+394
| +3% | +$87.8K | 1.29% | 16 |
|
|
2021
Q1 | $2.99M | Buy |
14,467
+443
| +3% | +$91.6K | 1.29% | 16 |
|
|
2020
Q4 | $2.73M | Buy |
14,024
+1,801
| +15% | +$351K | 1.32% | 15 |
|
|
2020
Q3 | $2.08M | Buy |
12,223
+1,295
| +12% | +$221K | 1.17% | 17 |
|
|
2020
Q2 | $1.71M | Sell |
10,928
-487
| -4% | -$76.3K | 1.05% | 18 |
|
|
2020
Q1 | $1.47M | Sell |
11,415
-161
| -1% | -$20.7K | 1.13% | 14 |
|
|
2019
Q4 | $1.89M | Buy |
11,576
+331
| +3% | +$54.2K | 1.18% | 14 |
|
|
2019
Q3 | $1.7M | Buy |
11,245
+204
| +2% | +$30.8K | 1.21% | 14 |
|
|
2019
Q2 | $1.66M | Buy |
11,041
+10,901
| +7,786% | +$1.64M | 1.17% | 16 |
|
|
2019
Q1 | $1.49M | Sell |
140
-9,673
| -99% | -$103M | 1.68% | 9 |
|
|
2018
Q4 | $1.25M | Buy |
+9,813
| New | +$1.25M | 1.1% | 17 |
|