BPWA
Beacon Pointe Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5.15M | Buy |
31,469
+1,078
| +4% | +$176K | 0.95% | 24 |
|
|
2019
Q3 | $4.59M | Buy |
30,391
+11,105
| +58% | +$1.68M | 0.97% | 23 |
|
|
2019
Q2 | $2.9M | Buy |
19,286
+779
| +4% | +$117K | 0.61% | 34 |
|
|
2019
Q1 | $2.68M | Sell |
18,507
-4,727
| -20% | -$684K | 0.61% | 34 |
|
|
2018
Q4 | $2.97M | Buy |
+23,234
| New | +$2.97M | 1.07% | 19 |
|