Fiduciary Financial Services of The Southwest’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $232K | Hold |
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|
2019
Q3 | $214K | Hold |
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|
2019
Q2 | $212K | Hold |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $249K | Hold |
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|
2018
Q2 | $234K | Hold |
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|
2018
Q1 | $226K | Hold |
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|
2017
Q4 | $229K | Hold |
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|
2017
Q3 | $216K | Hold |
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|
2017
Q2 | $207K | Sell |
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|
2017
Q1 | $220K | Sell |
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|
2016
Q4 | $283K | Buy |
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|
2016
Q3 | $272K | Sell |
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|
2016
Q2 | $282K | Hold |
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|
2016
Q1 | $276K | Sell |
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|
2015
Q4 | $280K | Sell |
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|
2015
Q3 | $278K | Sell |
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|
2015
Q2 | $343K | Hold |
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|
2015
Q1 | $344K | Hold |
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|
2014
Q4 | $340K | Buy |
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|
2014
Q3 | $319K | Hold |
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|
2014
Q2 | $320K | Hold |
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|
2014
Q1 | $307K | Hold |
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|
2013
Q4 | $302K | Hold |
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|
2013
Q3 | $276K | Hold |
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|
2013
Q2 | $260K | Buy |
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