Independence 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
Q3 | $303K | Buy |
1,777
+1
| +0.1% | +$171 | 0.07% | 69 |
|
|
2020
Q2 | $278K | Sell |
1,776
-358
| -17% | -$56K | 0.06% | 71 |
|
|
2020
Q1 | $275K | Sell |
2,134
-281
| -12% | -$36.2K | 0.08% | 61 |
|
|
2019
Q4 | $395K | Sell |
2,415
-1,072
| -31% | -$175K | 0.1% | 59 |
|
|
2019
Q3 | $527K | Sell |
3,487
-106
| -3% | -$16K | 0.13% | 52 |
|
|
2019
Q2 | $539K | Sell |
3,593
-541
| -13% | -$81.2K | 0.14% | 51 |
|
|
2019
Q1 | $598K | Buy |
4,134
+1,302
| +46% | +$188K | 0.17% | 48 |
|
|
2018
Q4 | $361K | Sell |
2,832
-19,143
| -87% | -$2.44M | 0.12% | 55 |
|
|
2018
Q3 | $3.29M | Buy |
21,975
+77
| +0.4% | +$11.5K | 0.98% | 19 |
|
|
2018
Q2 | $3.08M | Sell |
21,898
-1
| -0% | -$140 | 0.98% | 20 |
|
|
2018
Q1 | $2.97M | Buy |
21,899
+83
| +0.4% | +$11.3K | 0.98% | 20 |
|
|
2017
Q4 | $2.99M | Buy |
21,816
+99
| +0.5% | +$13.6K | 1.01% | 19 |
|
|
2017
Q3 | $2.81M | Buy |
21,717
+74
| +0.3% | +$9.59K | 1.12% | 17 |
|
|
2017
Q2 | $2.69M | Buy |
+21,643
| New | +$2.69M | 1.07% | 18 |
|
|
2017
Q1 | – | Sell |
-20,919
| Closed | -$2.41M | – | 80 |
|
|
2016
Q4 | $2.41M | Sell |
20,919
-1,621
| -7% | -$187K | 1.06% | 20 |
|
|
2016
Q3 | $2.51M | Buy |
+22,540
| New | +$2.51M | 1.18% | 16 |
|