WT 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 |
-4,852
| Closed | -$1.11M | – | 125 |
|
|
2022
Q1 | $1.11M | Buy |
4,852
+1,760
| +57% | +$401K | 0.42% | 73 |
|
|
2021
Q4 | $747K | Buy |
3,092
+389
| +14% | +$94K | 0.27% | 79 |
|
|
2021
Q3 | $600K | Buy |
2,703
+663
| +33% | +$147K | 0.23% | 90 |
|
|
2021
Q2 | $455K | Buy |
2,040
+822
| +67% | +$183K | 0.18% | 98 |
|
|
2021
Q1 | $252K | Buy |
+1,218
| New | +$252K | 0.12% | 112 |
|