Edge 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | $3.11M | Hold |
22,172
| – | – | 0.28% | 85 |
|
2018
Q1 | $3.01M | Buy |
22,172
+2,246
| +11% | +$305K | 0.28% | 86 |
|
2017
Q4 | $2.73M | Buy |
19,926
+16,300
| +450% | +$2.24M | 0.27% | 95 |
|
2017
Q3 | $468K | Hold |
3,626
| – | – | 0.05% | 216 |
|
2017
Q2 | $450K | Hold |
3,626
| – | – | 0.05% | 227 |
|
2017
Q1 | $439K | Sell |
3,626
-769
| -17% | -$93.1K | 0.05% | 239 |
|
2016
Q4 | $505K | Buy |
+4,395
| New | +$505K | 0.06% | 211 |
|