Bedell Frazier Investment Counselling’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,073
| Closed | -$211K | – | 56 |
|
|
2014
Q2 | $211K | Sell |
2,073
-100
| -5% | -$10.2K | 0.11% | 46 |
|
|
2014
Q1 | $212K | Sell |
2,173
-1,527
| -41% | -$149K | 0.12% | 50 |
|
|
2013
Q4 | $355K | Sell |
3,700
-606
| -14% | -$58.1K | 0.17% | 51 |
|
|
2013
Q3 | $377K | Buy |
4,306
+306
| +8% | +$26.8K | 0.18% | 48 |
|
|
2013
Q2 | $350K | Buy |
+4,000
| New | +$350K | 0.17% | 51 |
|