Cobiz Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $499K | Sell |
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|
2019
Q1 | $597K | Sell |
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|
2018
Q4 | $531K | Hold |
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|
2018
Q3 | $622K | Sell |
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|
2018
Q2 | $621K | Sell |
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|
2018
Q1 | $629K | Sell |
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|
2017
Q4 | $649K | Sell |
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|
2017
Q3 | $701K | Sell |
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|
2017
Q2 | $722K | Buy |
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|
2017
Q1 | $591K | Buy |
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|
2016
Q4 | $526K | Buy |
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|
2016
Q3 | $498K | Buy |
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|
2016
Q2 | $413K | Buy |
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|
2016
Q1 | $394K | Sell |
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|
2015
Q4 | $430K | Hold |
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|
2015
Q3 | $407K | Buy |
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|
2015
Q2 | $350K | Hold |
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|
2015
Q1 | $351K | Hold |
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|
2014
Q4 | $347K | Sell |
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|
2014
Q3 | $340K | Hold |
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|
2014
Q2 | $342K | Hold |
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|
2014
Q1 | $328K | Hold |
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|
2013
Q4 | $323K | Sell |
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|
2013
Q3 | $296K | Buy |
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