Wittenberg Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-798
| Closed | -$226K | – | 82 |
|
|
2024
Q3 | $226K | Sell |
798
-2,000
| -71% | -$566K | 0.07% | 76 |
|
|
2024
Q2 | $748K | Hold |
2,798
| – | – | 0.26% | 47 |
|
|
2024
Q1 | $727K | Hold |
2,798
| – | – | 0.25% | 50 |
|
|
2023
Q4 | $664K | Hold |
2,798
| – | – | 0.23% | 51 |
|
|
2023
Q3 | $594K | Hold |
2,798
| – | – | 0.22% | 54 |
|
|
2023
Q2 | $616K | Hold |
2,798
| – | – | 0.22% | 51 |
|
|
2023
Q1 | $571K | Buy |
2,798
+11
| +0.4% | +$2.25K | 0.21% | 54 |
|
|
2022
Q4 | $533K | Buy |
2,787
+14
| +0.5% | +$2.68K | 0.22% | 52 |
|
|
2022
Q3 | $498K | Sell |
2,773
-238
| -8% | -$42.7K | 0.21% | 56 |
|
|
2022
Q2 | $568K | Buy |
+3,011
| New | +$568K | 0.24% | 52 |
|