GWA
Guidant Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.76M | Sell |
11,685
-672
| -5% | -$101K | 0.66% | 36 |
|
|
2019
Q2 | $1.86M | Sell |
12,357
-1,433
| -10% | -$215K | 0.72% | 31 |
|
|
2019
Q1 | $2M | Sell |
13,790
-645
| -4% | -$93.4K | 0.78% | 30 |
|
|
2018
Q4 | $1.84M | Buy |
+14,435
| New | +$1.84M | 0.86% | 31 |
|
|
2017
Q3 | – | Sell |
-17,336
| Closed | -$2.16M | – | 236 |
|
|
2017
Q2 | $2.16M | Sell |
17,336
-1,518
| -8% | -$189K | 1.11% | 29 |
|
|
2017
Q1 | $2.27M | Sell |
18,854
-3,368
| -15% | -$406K | 1.19% | 29 |
|
|
2016
Q4 | $2.61M | Sell |
22,222
-5,437
| -20% | -$637K | 1.48% | 27 |
|
|
2016
Q3 | $3.06M | Buy |
+27,659
| New | +$3.06M | 1.88% | 19 |
|