CT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $582K | Buy |
4,795
+242
| +5% | +$29.4K | 0.36% | 75 |
|
|
2016
Q4 | $525K | Sell |
4,553
-43
| -0.9% | -$4.96K | 0.33% | 80 |
|
|
2016
Q3 | $512K | Buy |
4,596
+2
| +0% | +$223 | 0.31% | 79 |
|
|
2016
Q2 | $492K | Buy |
4,594
+39
| +0.9% | +$4.18K | 0.3% | 84 |
|
|
2016
Q1 | $477K | Buy |
4,555
+2
| +0% | +$210 | 0.27% | 89 |
|
|
2015
Q4 | $475K | Sell |
4,553
-28
| -0.6% | -$2.92K | 0.27% | 88 |
|
|
2015
Q3 | $452K | Sell |
4,581
-4
| -0.1% | -$395 | 0.28% | 85 |
|
|
2015
Q2 | $491K | Hold |
4,585
| – | – | 0.28% | 91 |
|
|
2015
Q1 | $492K | Buy |
4,585
+9
| +0.2% | +$965 | 0.27% | 89 |
|
|
2014
Q4 | $485K | Buy |
+4,576
| New | +$485K | 0.37% | 67 |
|
|
2014
Q1 | $492K | Buy |
+458
| New | +$492K | 0.27% | 89 |
|