Wolf Group Capital 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
Q2 | – | Sell |
-1,223
| Closed | -$278K | – | 120 |
|
|
2022
Q1 | $278K | Sell |
1,223
-1,634
| -57% | -$371K | 0.14% | 93 |
|
|
2021
Q4 | $690K | Buy |
2,857
+1,864
| +188% | +$450K | 0.11% | 102 |
|
|
2021
Q3 | $220K | Buy |
+993
| New | +$220K | 0.12% | 98 |
|
|
2017
Q2 | – | Sell |
-4,976
| Closed | -$604K | – | 95 |
|
|
2017
Q1 | $604K | Buy |
+4,976
| New | +$604K | 0.4% | 69 |
|