Huber Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.58M | Sell |
12,230
-1,211
| -9% | -$156K | 0.59% | 21 |
|
|
2019
Q4 | $2.2M | Sell |
13,441
-1,463
| -10% | -$239K | 0.76% | 18 |
|
|
2019
Q3 | $2.25M | Sell |
14,904
-1,493
| -9% | -$225K | 0.88% | 17 |
|
|
2019
Q2 | $2.46M | Sell |
16,397
-983
| -6% | -$148K | 1.07% | 12 |
|
|
2019
Q1 | $2.52M | Sell |
17,380
-402
| -2% | -$58.2K | 1.23% | 8 |
|
|
2018
Q4 | $2.27M | Buy |
17,782
+1,306
| +8% | +$167K | 1.24% | 12 |
|
|
2018
Q3 | $2.47M | Buy |
16,476
+248
| +2% | +$37.1K | 1.89% | 9 |
|
|
2018
Q2 | $2.28M | Buy |
16,228
+1,152
| +8% | +$162K | 2.08% | 8 |
|
|
2018
Q1 | $2.05M | Buy |
15,076
+4,216
| +39% | +$572K | 2.02% | 8 |
|
|
2017
Q4 | $1.49M | Buy |
+10,860
| New | +$1.49M | 1.64% | 12 |
|