WJ 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 |
-1,434
| Closed | -$326K | – | 61 |
|
|
2022
Q1 | $326K | Buy |
1,434
+5
| +0.3% | +$1.14K | 0.22% | 35 |
|
|
2021
Q4 | $345K | Sell |
1,429
-1,420
| -50% | -$343K | 0.21% | 42 |
|
|
2021
Q3 | $633K | Sell |
2,849
-56
| -2% | -$12.4K | 0.42% | 32 |
|
|
2021
Q2 | $647K | Buy |
2,905
+9
| +0.3% | +$2K | 2% | 12 |
|
|
2021
Q1 | $599K | Buy |
2,896
+9
| +0.3% | +$1.86K | 1.86% | 17 |
|
|
2020
Q4 | $562K | Sell |
2,887
-138
| -5% | -$26.9K | 1.75% | 14 |
|
|
2020
Q3 | $515K | Sell |
3,025
-3,003
| -50% | -$511K | 1.67% | 14 |
|
|
2020
Q2 | $944K | Buy |
+6,028
| New | +$944K | 0.66% | 22 |
|