AIM
Advantage Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $431K | Sell |
2,855
-790
| -22% | -$119K | 0.34% | 53 |
|
|
2019
Q2 | $547K | Sell |
3,645
-176
| -5% | -$26.4K | 0.42% | 39 |
|
|
2019
Q1 | $553K | Buy |
3,821
+155
| +4% | +$22.4K | 0.43% | 42 |
|
|
2018
Q4 | $468K | Sell |
3,666
-1,602
| -30% | -$205K | 0.35% | 55 |
|
|
2018
Q3 | $788K | Sell |
5,268
-1,895
| -26% | -$283K | 0.51% | 33 |
|
|
2018
Q2 | $1.01M | Sell |
7,163
-20,440
| -74% | -$2.87M | 0.74% | 23 |
|
|
2018
Q1 | $3.75M | Buy |
27,603
+1,917
| +7% | +$260K | 1.43% | 16 |
|
|
2017
Q4 | $3.53M | Buy |
25,686
+1,759
| +7% | +$241K | 1.09% | 26 |
|
|
2017
Q3 | $3.1M | Buy |
23,927
+3,346
| +16% | +$433K | 1.01% | 28 |
|
|
2017
Q2 | $2.56M | Buy |
20,581
+1,447
| +8% | +$180K | 0.89% | 31 |
|
|
2017
Q1 | $2.32M | Sell |
19,134
-5,042
| -21% | -$612K | 0.92% | 29 |
|
|
2016
Q4 | $2.79M | Buy |
24,176
+2,855
| +13% | +$329K | 1.03% | 26 |
|
|
2016
Q3 | $2.37M | Buy |
21,321
+5,462
| +34% | +$608K | 0.87% | 29 |
|
|
2016
Q2 | $1.7M | Sell |
15,859
-748
| -5% | -$80.1K | 0.8% | 35 |
|
|
2016
Q1 | $1.74M | Sell |
16,607
-8,493
| -34% | -$890K | 0.75% | 32 |
|
|
2015
Q4 | $2.62M | Buy |
25,100
+5,250
| +26% | +$548K | 1.36% | 18 |
|
|
2015
Q3 | $1.96M | Buy |
19,850
+1,237
| +7% | +$122K | 1.12% | 23 |
|
|
2015
Q2 | $1.99M | Buy |
18,613
+12,844
| +223% | +$1.37M | 0.97% | 27 |
|
|
2015
Q1 | $619K | Sell |
5,769
-1,454
| -20% | -$156K | 0.35% | 70 |
|
|
2014
Q4 | $766K | Buy |
+7,223
| New | +$766K | 0.57% | 44 |
|