WealthStone’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $707K | Hold |
3,421
| – | – | 0.25% | 64 |
|
|
2020
Q4 | $666K | Hold |
3,421
| – | – | 0.24% | 61 |
|
|
2020
Q3 | $583K | Sell |
3,421
-2,625
| -43% | -$447K | 0.27% | 57 |
|
|
2020
Q2 | $946K | Buy |
6,046
+2,456
| +68% | +$384K | 0.45% | 29 |
|
|
2020
Q1 | $463K | Sell |
3,590
-44,177
| -92% | -$5.7M | 0.47% | 17 |
|
|
2019
Q4 | $7.82M | Sell |
47,767
-95
| -0.2% | -$15.6K | 4.62% | 7 |
|
|
2019
Q3 | $7.23M | Buy |
+47,862
| New | +$7.23M | 3.84% | 8 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 6 |
|