Bellwether Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $463K | Buy |
3,377
+2,175
| +181% | +$298K | 1.86% | 17 |
|
|
2017
Q3 | $156K | Buy |
+1,202
| New | +$156K | 0.73% | 58 |
|
|
2017
Q2 | – | Sell |
-1,202
| Closed | -$146K | – | 601 |
|
|
2017
Q1 | $146K | Sell |
1,202
-1,121
| -48% | -$136K | 0.38% | 73 |
|
|
2016
Q4 | $268K | Buy |
+2,323
| New | +$268K | 0.24% | 106 |
|
|
2016
Q2 | $93K | Buy |
+868
| New | +$93K | 0.1% | 178 |
|