Independence Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$303K Buy
2020
Q2
$278K Sell
2020
Q1
$275K Sell
2019
Q4
$395K Sell
2019
Q3
$527K Sell
2019
Q2
$539K Sell
2019
Q1
$598K Buy
2018
Q4
$361K Sell
2018
Q3
$3.29M Buy
2018
Q2
$3.08M Sell
2018
Q1
$2.97M Buy
2017
Q4
$2.99M Buy
2017
Q3
$2.81M Buy
2017
Q2
$2.69M Buy
2017
Q1
Sell
2016
Q4
$2.41M Sell
2016
Q3
$2.51M Buy