Crow Point Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,430
| Closed | -$663K | – | 158 |
|
|
2018
Q3 | $663K | Hold |
4,430
| – | – | 0.11% | 61 |
|
|
2018
Q2 | $622K | Buy |
4,430
+1,375
| +45% | +$193K | 0.12% | 63 |
|
|
2018
Q1 | $415K | Hold |
3,055
| – | – | 0.08% | 75 |
|
|
2017
Q4 | $421K | Hold |
3,055
| – | – | 0.07% | 100 |
|
|
2017
Q3 | $394K | Buy |
+3,055
| New | +$394K | 0.06% | 111 |
|