Wipfli Financial Advisors’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
Q3 | $560K | Buy |
3,119
+1,098
| +54% | +$197K | 0.04% | 202 |
|
|
2022
Q2 | $381K | Buy |
2,021
+221
| +12% | +$41.7K | 0.04% | 64 |
|
|
2022
Q1 | $410K | Buy |
1,800
+183
| +11% | +$41.7K | 0.04% | 66 |
|
|
2021
Q4 | $390K | Hold |
1,617
| – | – | 0.04% | 33 |
|
|
2021
Q3 | $359K | Sell |
1,617
-2
| -0.1% | -$444 | 0.05% | 34 |
|
|
2021
Q2 | $361K | Buy |
1,619
+2
| +0.1% | +$446 | 0.05% | 33 |
|
|
2021
Q1 | $334K | Hold |
1,617
| – | – | 0.18% | 26 |
|
|
2020
Q4 | $315K | Buy |
+1,617
| New | +$315K | 0.19% | 28 |
|