EFS
Edelman Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-584,453
| Closed | -$87.5M | – | 26 |
|
|
2018
Q3 | $87.5M | Sell |
584,453
-11,173
| -2% | -$1.67M | 0.8% | 15 |
|
|
2018
Q2 | $83.6M | Sell |
595,626
-906
| -0.2% | -$127K | 0.8% | 15 |
|
|
2018
Q1 | $81M | Buy |
596,532
+49,505
| +9% | +$6.72M | 0.8% | 15 |
|
|
2017
Q4 | $75.1M | Sell |
547,027
-15,090
| -3% | -$2.07M | 0.76% | 13 |
|
|
2017
Q3 | $72.8M | Sell |
562,117
-3,509
| -0.6% | -$454K | 0.78% | 13 |
|
|
2017
Q2 | $70.4M | Sell |
565,626
-4,722
| -0.8% | -$588K | 0.8% | 13 |
|
|
2017
Q1 | $69.2M | Buy |
570,348
+1,713
| +0.3% | +$208K | 0.82% | 13 |
|
|
2016
Q4 | $65.6M | Buy |
568,635
+7,103
| +1% | +$819K | 0.82% | 13 |
|
|
2016
Q3 | $62.5M | Buy |
561,532
+4,972
| +0.9% | +$554K | 0.82% | 13 |
|
|
2016
Q2 | $59.6M | Buy |
556,560
+37,481
| +7% | +$4.02M | 0.81% | 13 |
|
|
2016
Q1 | $54.4M | Sell |
519,079
-446,172
| -46% | -$46.8M | 0.79% | 13 |
|
|
2015
Q4 | $101M | Buy |
965,251
+472,219
| +96% | +$49.3M | 1.52% | 9 |
|
|
2015
Q3 | $48.7M | Buy |
493,032
+4,804
| +1% | +$474K | 0.79% | 13 |
|
|
2015
Q2 | $52.3M | Buy |
488,228
+6,416
| +1% | +$687K | 0.81% | 13 |
|
|
2015
Q1 | $51.7M | Buy |
481,812
+3,117
| +0.7% | +$334K | 0.81% | 13 |
|
|
2014
Q4 | $50.7M | Sell |
478,695
-3,042
| -0.6% | -$322K | 0.83% | 12 |
|
|
2014
Q3 | $48.8M | Sell |
481,737
-457
| -0.1% | -$46.3K | 0.84% | 12 |
|
|
2014
Q2 | $49.1M | Buy |
482,194
+6,590
| +1% | +$671K | 0.85% | 12 |
|
|
2014
Q1 | $46.4M | Buy |
475,604
+8,197
| +2% | +$799K | 0.87% | 12 |
|
|
2013
Q4 | $44.8M | Buy |
467,407
+806
| +0.2% | +$77.3K | 0.89% | 12 |
|
|
2013
Q3 | $40.9M | Sell |
466,601
-1,031
| -0.2% | -$90.4K | 0.83% | 12 |
|
|
2013
Q2 | $38.7M | Buy |
+467,632
| New | +$38.7M | 0.85% | 11 |
|