First Western Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,457
| Closed | -$569K | – | 112 |
|
|
2015
Q4 | $569K | Hold |
5,457
| – | – | 0.18% | 93 |
|
|
2015
Q3 | $539K | Hold |
5,457
| – | – | 0.18% | 95 |
|
|
2015
Q2 | $584K | Hold |
5,457
| – | – | 0.19% | 99 |
|
|
2015
Q1 | $585K | Hold |
5,457
| – | – | 0.18% | 102 |
|
|
2014
Q4 | $578K | Hold |
5,457
| – | – | 0.17% | 109 |
|
|
2014
Q3 | $552K | Buy |
+5,457
| New | +$552K | 0.16% | 116 |
|