Emery Howard Portfolio Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.62M | Buy |
10,846
+1,956
| +22% | +$472K | 0.34% | 19 |
|
|
2021
Q3 | $1.97M | Buy |
8,890
+5
| +0.1% | +$1.11K | 0.29% | 19 |
|
|
2021
Q2 | $1.98M | Sell |
8,885
-87
| -1% | -$19.4K | 0.29% | 19 |
|
|
2021
Q1 | $1.86M | Buy |
8,972
+5
| +0.1% | +$1.03K | 0.3% | 19 |
|
|
2020
Q4 | $1.75M | Buy |
8,967
+979
| +12% | +$191K | 0.3% | 19 |
|
|
2020
Q3 | $1.36M | Buy |
7,988
+2
| +0% | +$341 | 0.27% | 19 |
|
|
2020
Q2 | $1.25M | Sell |
7,986
-42
| -0.5% | -$6.57K | 0.27% | 19 |
|
|
2020
Q1 | $1.04M | Buy |
8,028
+292
| +4% | +$37.6K | 0.25% | 20 |
|
|
2019
Q4 | $1.27M | Buy |
7,736
+845
| +12% | +$138K | 0.24% | 20 |
|
|
2019
Q3 | $1.04M | Buy |
6,891
+1
| +0% | +$151 | 0.21% | 21 |
|
|
2019
Q2 | $1.03M | Hold |
6,890
| – | – | 0.21% | 21 |
|
|
2019
Q1 | $997K | Buy |
6,890
+1
| +0% | +$145 | 0.21% | 21 |
|
|
2018
Q4 | $879K | Buy |
6,889
+1
| +0% | +$128 | 0.21% | 21 |
|
|
2018
Q3 | $1.03M | Sell |
6,888
-25
| -0.4% | -$3.74K | 0.21% | 20 |
|
|
2018
Q2 | $971K | Buy |
6,913
+1
| +0% | +$140 | 0.21% | 20 |
|
|
2018
Q1 | $938K | Sell |
6,912
-66
| -0.9% | -$8.96K | 0.2% | 21 |
|
|
2017
Q4 | $958K | Sell |
6,978
-5,439
| -44% | -$747K | 0.2% | 21 |
|
|
2017
Q3 | $1.61M | Buy |
12,417
+1
| +0% | +$129 | 0.36% | 20 |
|
|
2017
Q2 | $1.55M | Sell |
12,416
-159
| -1% | -$19.8K | 0.34% | 20 |
|
|
2017
Q1 | $1.53M | Buy |
12,575
+1
| +0% | +$121 | 0.35% | 21 |
|
|
2016
Q4 | $1.45M | Buy |
12,574
+2
| +0% | +$231 | 0.34% | 22 |
|
|
2016
Q3 | $1.4M | Sell |
12,572
-99
| -0.8% | -$11K | 0.33% | 21 |
|
|
2016
Q2 | $1.36M | Sell |
12,671
-76
| -0.6% | -$8.15K | 0.34% | 21 |
|
|
2016
Q1 | $1.34M | Sell |
12,747
-286
| -2% | -$30K | 0.34% | 21 |
|
|
2015
Q4 | $1.36M | Sell |
13,033
-30
| -0.2% | -$3.13K | 0.35% | 21 |
|
|
2015
Q3 | $1.29M | Buy |
13,063
+1
| +0% | +$99 | 0.35% | 21 |
|
|
2015
Q2 | $1.4M | Sell |
13,062
-1
| -0% | -$107 | 0.36% | 21 |
|
|
2015
Q1 | $1.4M | Buy |
13,063
+8,572
| +191% | +$919K | 0.36% | 21 |
|
|
2014
Q4 | $476K | Buy |
4,491
+1,119
| +33% | +$119K | 0.14% | 27 |
|
|
2014
Q3 | $341K | Sell |
3,372
-49
| -1% | -$4.96K | 0.11% | 27 |
|
|
2014
Q2 | $348K | Sell |
3,421
-2
| -0.1% | -$203 | 0.11% | 27 |
|
|
2014
Q1 | $334K | Buy |
3,423
+66
| +2% | +$6.44K | 0.11% | 27 |
|
|
2013
Q4 | $322K | Buy |
3,357
+49
| +1% | +$4.7K | 0.11% | 28 |
|
|
2013
Q3 | $290K | Buy |
3,308
+41
| +1% | +$3.59K | 0.11% | 26 |
|
|
2013
Q2 | $270K | Buy |
+3,267
| New | +$270K | 0.1% | 27 |
|