Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $512K | Buy |
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|
2023
Q3 | $416K | Sell |
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|
2023
Q2 | $713K | Buy |
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|
2023
Q1 | $658K | Buy |
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|
2022
Q4 | $557K | Buy |
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|
2022
Q3 | $412K | Sell |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $717K | Buy |
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|
2021
Q4 | $758K | Buy |
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|
2021
Q3 | $693K | Buy |
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|
2021
Q2 | $20K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $17K | Hold |
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|
2020
Q3 | $15K | Sell |
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|
2020
Q2 | $73K | Buy |
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|
2020
Q1 | $11K | Sell |
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|
2019
Q4 | $65K | Sell |
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|
2019
Q3 | $130K | Buy |
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|
2019
Q2 | $129K | Buy |
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|
2019
Q1 | $127K | Buy |
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|
2018
Q4 | $116K | Sell |
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|
2018
Q3 | $198K | Buy |
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|
2018
Q2 | $172K | Sell |
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|
2018
Q1 | $170K | Buy |
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|
2017
Q4 | $178K | Buy |
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|
2017
Q3 | $145K | Sell |
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|
2017
Q2 | $157K | Buy |
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|
2017
Q1 | $133K | Buy |
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|
2016
Q4 | $88K | Buy |
|