Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.89M | Sell |
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|
2017
Q2 | $4.55M | Sell |
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|
2017
Q1 | $6.09M | Sell |
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|
2016
Q4 | $6.99M | Buy |
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|
2016
Q3 | $5.67M | Buy |
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|
2016
Q2 | $3.53M | Buy |
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|
2016
Q1 | $1.43M | Sell |
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|
2015
Q4 | $1.93M | Sell |
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|
2015
Q3 | $1.96M | Buy |
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|
2015
Q2 | $1.93M | Buy |
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|
2015
Q1 | $796K | Buy |
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|
2014
Q4 | $1.05M | Buy |
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|
2014
Q3 | $955K | Sell |
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|
2014
Q2 | $1.35M | Buy |
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|
2014
Q1 | $1.08M | Sell |
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|
2013
Q4 | $1.1M | Buy |
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|
2013
Q3 | $677K | Buy |
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|
2013
Q2 | $511K | Buy |
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