Boston Private Bank & Trust’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $15.1M | Sell |
140,710
-2,112
| -1% | -$227K | 0.7% | 46 |
|
2014
Q4 | $15.1M | Buy |
142,822
+7,525
| +6% | +$798K | 0.7% | 47 |
|
2014
Q3 | $13.7M | Sell |
135,297
-2,598
| -2% | -$263K | 0.67% | 49 |
|
2014
Q2 | $14M | Sell |
137,895
-1,745
| -1% | -$178K | 0.68% | 47 |
|
2014
Q1 | $13.6M | Sell |
139,640
-3,005
| -2% | -$293K | 0.69% | 47 |
|
2013
Q4 | $13.7M | Sell |
142,645
-2,016
| -1% | -$193K | 0.68% | 50 |
|
2013
Q3 | $12.7M | Buy |
144,661
+1,093
| +0.8% | +$95.8K | 0.7% | 47 |
|
2013
Q2 | $11.9M | Buy |
+143,568
| New | +$11.9M | 0.69% | 45 |
|