Windsor Wealth Management’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
Q2 | – | Sell |
-1,205
| Closed | -$271K | – | 233 |
|
|
2022
Q1 | $271K | Hold |
1,205
| – | – | 0.05% | 193 |
|
|
2021
Q4 | $292K | Buy |
+1,205
| New | +$292K | 0.05% | 188 |
|
|
2020
Q2 | – | Sell |
-4,549
| Closed | -$586K | – | 196 |
|
|
2020
Q1 | $586K | Sell |
4,549
-98
| -2% | -$12.6K | 0.24% | 99 |
|
|
2019
Q4 | $760K | Sell |
4,647
-550
| -11% | -$90K | 0.28% | 85 |
|
|
2019
Q3 | $762K | Sell |
5,197
-544
| -9% | -$79.8K | 0.33% | 80 |
|
|
2019
Q2 | $868K | Buy |
5,741
+4,105
| +251% | +$621K | 0.38% | 76 |
|
|
2019
Q1 | $237K | Buy |
+1,636
| New | +$237K | 0.13% | 135 |
|