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