Benson Investment Management Company’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-700
| Closed | -$98K | – | 75 |
|
2018
Q2 | $98K | Hold |
700
| – | – | 0.08% | 49 |
|
2018
Q1 | $95K | Buy |
+700
| New | +$95K | 0.08% | 53 |
|
2017
Q4 | – | Sell |
-700
| Closed | -$91K | – | 94 |
|
2017
Q3 | $91K | Hold |
700
| – | – | 0.08% | 61 |
|
2017
Q2 | $87K | Hold |
700
| – | – | 0.08% | 62 |
|
2017
Q1 | $85K | Hold |
700
| – | – | 0.08% | 59 |
|
2016
Q4 | $81K | Buy |
+700
| New | +$81K | 0.08% | 60 |
|