Hochman Cole Investment Advisors’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
Q3 | $326K | Hold |
1,467
| – | – | 0.13% | 99 |
|
|
2021
Q2 | $327K | Hold |
1,467
| – | – | 0.13% | 95 |
|
|
2021
Q1 | $303K | Hold |
1,467
| – | – | 0.13% | 98 |
|
|
2020
Q4 | $286K | Sell |
1,467
-195
| -12% | -$38K | 0.12% | 97 |
|
|
2020
Q3 | $283K | Buy |
1,662
+93
| +6% | +$15.8K | 0.14% | 92 |
|
|
2020
Q2 | $246K | Sell |
1,569
-160
| -9% | -$25.1K | 0.14% | 94 |
|
|
2020
Q1 | $223K | Sell |
1,729
-27
| -2% | -$3.48K | 0.15% | 95 |
|
|
2019
Q4 | $287K | Hold |
1,756
| – | – | 0.16% | 95 |
|
|
2019
Q3 | $265K | Sell |
1,756
-99
| -5% | -$14.9K | 0.17% | 90 |
|
|
2019
Q2 | $278K | Hold |
1,855
| – | – | 0.17% | 94 |
|
|
2019
Q1 | $268K | Hold |
1,855
| – | – | 0.16% | 97 |
|
|
2018
Q4 | $237K | Sell |
1,855
-200
| -10% | -$25.6K | 0.16% | 97 |
|
|
2018
Q3 | $308K | Sell |
2,055
-150
| -7% | -$22.5K | 0.19% | 82 |
|
|
2018
Q2 | $310K | Hold |
2,205
| – | – | 0.2% | 78 |
|
|
2018
Q1 | $299K | Hold |
2,205
| – | – | 0.21% | 79 |
|
|
2017
Q4 | $303K | Sell |
2,205
-181
| -8% | -$24.9K | 0.19% | 76 |
|
|
2017
Q3 | $309K | Buy |
2,386
+602
| +34% | +$78K | 0.2% | 71 |
|
|
2017
Q2 | $222K | Hold |
1,784
| – | – | 0.15% | 86 |
|
|
2017
Q1 | $216K | Sell |
1,784
-164
| -8% | -$19.9K | 0.16% | 82 |
|
|
2016
Q4 | $225K | Hold |
1,948
| – | – | 0.16% | 83 |
|
|
2016
Q3 | $217K | Buy |
+1,948
| New | +$217K | 0.16% | 79 |
|