BHK Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,082
| Closed | -$465K | – | 81 |
|
|
2019
Q3 | $465K | Sell |
3,082
-36
| -1% | -$5.43K | 0.27% | 50 |
|
|
2019
Q2 | $468K | Sell |
3,118
-40
| -1% | -$6K | 0.27% | 53 |
|
|
2019
Q1 | $457K | Sell |
3,158
-224
| -7% | -$32.4K | 0.28% | 52 |
|
|
2018
Q4 | $432K | Sell |
3,382
-651
| -16% | -$83.2K | 0.32% | 35 |
|
|
2018
Q3 | $604K | Buy |
4,033
+175
| +5% | +$26.2K | 0.41% | 33 |
|
|
2018
Q2 | $542K | Buy |
3,858
+543
| +16% | +$76.3K | 0.38% | 30 |
|
|
2018
Q1 | $450K | Buy |
3,315
+100
| +3% | +$13.6K | 0.33% | 35 |
|
|
2017
Q4 | $441K | Buy |
+3,215
| New | +$441K | 0.37% | 32 |
|