ARS Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $246K | Buy |
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|
2021
Q1 | $210K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $377K | Buy |
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|
2017
Q4 | $335K | Sell |
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|
2017
Q3 | $318K | Sell |
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|
2017
Q2 | $326K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $349K | Sell |
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|
2016
Q2 | $414K | Sell |
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|
2016
Q1 | $1M | Sell |
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|
2015
Q4 | $1.8M | Sell |
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|
2015
Q3 | $3.69M | Sell |
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|
2015
Q2 | $5.43M | Buy |
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|
2015
Q1 | $5.43M | Buy |
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|
2014
Q4 | $4.37M | Buy |
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|
2014
Q3 | $3.16M | Buy |
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|
2014
Q2 | $2.57M | Buy |
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|
2014
Q1 | $1.83M | Buy |
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