Braver Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $259K | Buy |
+2,243
| New | +$259K | 0.04% | 137 |
|
|
2015
Q4 | – | Sell |
-2,284
| Closed | -$225K | – | 91 |
|
|
2015
Q3 | $225K | Buy |
2,284
+297
| +15% | +$29.3K | 0.06% | 72 |
|
|
2015
Q2 | $213K | Sell |
1,987
-135
| -6% | -$14.5K | 0.05% | 82 |
|
|
2015
Q1 | $228K | Buy |
+2,122
| New | +$228K | 0.05% | 83 |
|
|
2014
Q4 | – | Sell |
-3,124
| Closed | -$316K | – | 91 |
|
|
2014
Q3 | $316K | Sell |
3,124
-464
| -13% | -$46.9K | 0.1% | 65 |
|
|
2014
Q2 | $365K | Sell |
3,588
-659
| -16% | -$67K | 0.09% | 73 |
|
|
2014
Q1 | $414K | Buy |
4,247
+11
| +0.3% | +$1.07K | 0.12% | 62 |
|
|
2013
Q4 | $406K | Buy |
4,236
+11
| +0.3% | +$1.05K | 0.14% | 62 |
|
|
2013
Q3 | $370K | Sell |
4,225
-85
| -2% | -$7.44K | 0.13% | 69 |
|
|
2013
Q2 | $356K | Buy |
+4,310
| New | +$356K | 0.16% | 56 |
|