Bingham Osborn & Scarborough’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
Q4 | – | Sell |
-37,110
| Closed | -$8.24M | – | 145 |
|
|
2021
Q3 | $8.24M | Sell |
37,110
-1,144
| -3% | -$254K | 0.58% | 22 |
|
|
2021
Q2 | $8.52M | Sell |
38,254
-517
| -1% | -$115K | 0.6% | 20 |
|
|
2021
Q1 | $8.01M | Sell |
38,771
-237
| -0.6% | -$49K | 0.61% | 20 |
|
|
2020
Q4 | $7.59M | Sell |
39,008
-4,115
| -10% | -$801K | 0.6% | 20 |
|
|
2020
Q3 | $7.34M | Sell |
43,123
-1,295
| -3% | -$221K | 0.55% | 20 |
|
|
2020
Q2 | $6.95M | Sell |
44,418
-1,537
| -3% | -$241K | 0.56% | 20 |
|
|
2020
Q1 | $5.92M | Sell |
45,955
-454
| -1% | -$58.5K | 0.58% | 20 |
|
|
2019
Q4 | $7.59M | Buy |
46,409
+1,907
| +4% | +$312K | 0.62% | 18 |
|
|
2019
Q3 | $6.72M | Sell |
44,502
-32
| -0.1% | -$4.83K | 0.6% | 20 |
|
|
2019
Q2 | $6.68M | Buy |
44,534
+957
| +2% | +$144K | 0.6% | 18 |
|
|
2019
Q1 | $6.31M | Sell |
43,577
-591
| -1% | -$85.5K | 0.58% | 19 |
|
|
2018
Q4 | $5.64M | Buy |
44,168
+12
| +0% | +$1.53K | 0.57% | 20 |
|
|
2018
Q3 | $6.61M | Buy |
44,156
+1,099
| +3% | +$164K | 0.59% | 19 |
|
|
2018
Q2 | $6.05M | Buy |
43,057
+88
| +0.2% | +$12.4K | 0.57% | 20 |
|
|
2018
Q1 | $5.83M | Buy |
42,969
+2,254
| +6% | +$306K | 0.55% | 20 |
|
|
2017
Q4 | $5.59M | Buy |
40,715
+143
| +0.4% | +$19.6K | 0.51% | 20 |
|
|
2017
Q3 | $5.26M | Sell |
40,572
-1,393
| -3% | -$180K | 0.49% | 20 |
|
|
2017
Q2 | $5.22M | Sell |
41,965
-93
| -0.2% | -$11.6K | 0.5% | 20 |
|
|
2017
Q1 | $5.1M | Sell |
42,058
-2,305
| -5% | -$280K | 0.5% | 20 |
|
|
2016
Q4 | $5.12M | Sell |
44,363
-2,536
| -5% | -$292K | 0.54% | 18 |
|
|
2016
Q3 | $5.22M | Sell |
46,899
-1,759
| -4% | -$196K | 0.55% | 19 |
|
|
2016
Q2 | $5.21M | Sell |
48,658
-146
| -0.3% | -$15.6K | 0.6% | 18 |
|
|
2016
Q1 | $5.12M | Sell |
48,804
-1,775
| -4% | -$186K | 0.6% | 18 |
|
|
2015
Q4 | $5.28M | Sell |
50,579
-1,706
| -3% | -$178K | 0.64% | 16 |
|
|
2015
Q3 | $5.16M | Sell |
52,285
-2,552
| -5% | -$252K | 0.65% | 16 |
|
|
2015
Q2 | $5.87M | Sell |
54,837
-137
| -0.2% | -$14.7K | 0.71% | 15 |
|
|
2015
Q1 | $5.9M | Buy |
54,974
+2,922
| +6% | +$313K | 0.7% | 15 |
|
|
2014
Q4 | $5.52M | Sell |
52,052
-1,895
| -4% | -$201K | 0.67% | 15 |
|
|
2014
Q3 | $5.46M | Sell |
53,947
-586
| -1% | -$59.3K | 0.68% | 16 |
|
|
2014
Q2 | $5.55M | Buy |
54,533
+4,531
| +9% | +$461K | 0.73% | 13 |
|
|
2014
Q1 | $4.87M | Buy |
50,002
+27,837
| +126% | +$2.71M | 0.69% | 13 |
|
|
2013
Q4 | $2.13M | Buy |
22,165
+742
| +3% | +$71.2K | 0.31% | 20 |
|
|
2013
Q3 | $1.88M | Buy |
21,423
+1,312
| +7% | +$115K | 0.3% | 20 |
|
|
2013
Q2 | $1.66M | Buy |
+20,111
| New | +$1.66M | 0.29% | 22 |
|