Hefty Wealth Partners’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
Q1 | – | Sell |
-1,386
| Closed | -$190K | – | 281 |
|
|
2017
Q4 | $190K | Buy |
1,386
+428
| +45% | +$58.7K | 0.12% | 86 |
|
|
2017
Q3 | $124K | Sell |
958
-64,360
| -99% | -$8.33M | 0.08% | 91 |
|
|
2017
Q2 | $8.13M | Buy |
+65,318
| New | +$8.13M | 5.55% | 1 |
|
|
2016
Q1 | – | Sell |
-680
| Closed | -$70K | – | 233 |
|
|
2015
Q4 | $70K | Buy |
+680
| New | +$70K | 0.07% | 98 |
|