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