BBA
Braun-Bostich & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-83
| Closed | -$13K | – | 341 |
|
2020
Q2 | $13K | Hold |
83
| – | – | 0.01% | 203 |
|
2020
Q1 | $10K | Hold |
83
| – | – | 0.01% | 212 |
|
2019
Q4 | $14K | Buy |
+83
| New | +$14K | 0.01% | 213 |
|
2019
Q3 | – | Sell |
-83
| Closed | -$12K | – | 300 |
|
2019
Q2 | $12K | Sell |
83
-724
| -90% | -$105K | 0.01% | 253 |
|
2019
Q1 | $117K | Sell |
807
-692
| -46% | -$100K | 0.12% | 150 |
|
2018
Q4 | $191K | Sell |
1,499
-43
| -3% | -$5.48K | 0.2% | 98 |
|
2018
Q3 | $231K | Sell |
1,542
-319
| -17% | -$47.8K | 0.22% | 94 |
|
2018
Q2 | $261K | Sell |
1,861
-1,268
| -41% | -$178K | 0.26% | 94 |
|
2018
Q1 | $425K | Sell |
3,129
-1,242
| -28% | -$169K | 0.37% | 85 |
|
2017
Q4 | $600K | Buy |
+4,371
| New | +$600K | 0.51% | 62 |
|