Confluence 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $2.18M | Sell |
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2020
Q2 | $2.29M | Sell |
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2020
Q1 | $1.96M | Buy |
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2019
Q4 | $2.36M | Hold |
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2019
Q3 | $2.18M | Hold |
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2019
Q2 | $2.17M | Buy |
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2019
Q1 | $2.05M | Hold |
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2018
Q4 | $1.81M | Sell |
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2018
Q3 | $2.18M | Sell |
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2018
Q2 | $2.17M | Sell |
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2018
Q1 | $2.21M | Sell |
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2017
Q4 | $2.35M | Hold |
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2017
Q3 | $2.22M | Buy |
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2017
Q2 | $2.05M | Hold |
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2017
Q1 | $2M | Buy |
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2016
Q4 | $1.81M | Hold |
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2016
Q3 | $1.75M | Hold |
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2016
Q2 | $1.68M | Sell |
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2016
Q1 | $1.7M | Hold |
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2015
Q4 | $1.69M | Buy |
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2015
Q3 | $1.6M | Buy |
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2015
Q2 | $1.74M | Hold |
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2015
Q1 | $1.74M | Hold |
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2014
Q4 | $1.72M | Buy |
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2014
Q3 | $1.64M | Buy |
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