WR Wealth Planners’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 | $80.2K | Buy |
277
+154
| +125% | +$44.6K | 0.03% | 262 |
|
|
2024
Q3 | $34.9K | Hold |
123
| – | – | 0.01% | 387 |
|
|
2024
Q2 | $32.9K | Buy |
123
+43
| +54% | +$11.5K | 0.01% | 378 |
|
|
2024
Q1 | $20.8K | Buy |
+80
| New | +$20.8K | 0.01% | 445 |
|
|
2023
Q4 | – | Sell |
-14
| Closed | -$2.97K | – | 847 |
|
|
2023
Q3 | $2.97K | Hold |
14
| – | – | ﹤0.01% | 733 |
|
|
2023
Q2 | $3.08K | Hold |
14
| – | – | ﹤0.01% | 734 |
|
|
2023
Q1 | $2.86K | Hold |
14
| – | – | ﹤0.01% | 742 |
|
|
2022
Q4 | $2.68K | Hold |
14
| – | – | ﹤0.01% | 376 |
|
|
2022
Q3 | $2.51K | Hold |
14
| – | – | ﹤0.01% | 372 |
|
|
2022
Q2 | $2.64K | Hold |
14
| – | – | ﹤0.01% | 397 |
|
|
2022
Q1 | $3.19K | Buy |
+14
| New | +$3.19K | ﹤0.01% | 394 |
|