Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $9.52M | Buy |
42,892
+715
| +2% | +$159K | 1.5% | 12 |
|
|
2021
Q2 | $9.4M | Sell |
42,177
-87
| -0.2% | -$19.4K | 1.5% | 13 |
|
|
2021
Q1 | $8.74M | Sell |
42,264
-1,325
| -3% | -$274K | 1.83% | 9 |
|
|
2020
Q4 | $8.48M | Buy |
43,589
+1,810
| +4% | +$352K | 2.03% | 9 |
|
|
2020
Q3 | $7.12M | Sell |
41,779
-701
| -2% | -$119K | 2.02% | 10 |
|
|
2020
Q2 | $6.65M | Sell |
42,480
-723
| -2% | -$113K | 1.74% | 11 |
|
|
2020
Q1 | $5.57M | Buy |
43,203
+8,128
| +23% | +$1.05M | 1.8% | 12 |
|
|
2019
Q4 | $5.74M | Buy |
35,075
+432
| +1% | +$70.7K | 1.65% | 15 |
|
|
2019
Q3 | $5.23M | Buy |
34,643
+5,915
| +21% | +$893K | 1.63% | 14 |
|
|
2019
Q2 | $4.31M | Buy |
28,728
+3,223
| +13% | +$484K | 1.37% | 17 |
|
|
2019
Q1 | $3.69M | Sell |
25,505
-2,965
| -10% | -$429K | 1.24% | 18 |
|
|
2018
Q4 | $3.63M | Buy |
28,470
+4,206
| +17% | +$537K | 1.43% | 17 |
|
|
2018
Q3 | $3.63M | Sell |
24,264
-5,746
| -19% | -$860K | 1.53% | 15 |
|
|
2018
Q2 | $4.21M | Buy |
30,010
+13,738
| +84% | +$1.93M | 1.47% | 17 |
|
|
2018
Q1 | $2.21M | Sell |
16,272
-4,420
| -21% | -$600K | 0.84% | 24 |
|
|
2017
Q4 | $2.84M | Buy |
+20,692
| New | +$2.84M | 0.94% | 23 |
|