INR Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $33K | Sell |
230
-301
| -57% | -$43.2K | ﹤0.01% | 34 |
|
|
2018
Q4 | $68K | Sell |
531
-177
| -25% | -$22.7K | 0.01% | 23 |
|
|
2018
Q3 | $106K | Sell |
708
-81
| -10% | -$12.1K | 0.01% | 14 |
|
|
2018
Q2 | $111K | Sell |
789
-44
| -5% | -$6.19K | 0.02% | 15 |
|
|
2018
Q1 | $113K | Sell |
833
-49
| -6% | -$6.65K | 0.02% | 15 |
|
|
2017
Q4 | $121K | Buy |
882
+11
| +1% | +$1.51K | 0.02% | 15 |
|
|
2017
Q3 | $113K | Hold |
871
| – | – | 0.02% | 15 |
|
|
2017
Q2 | $108K | Hold |
871
| – | – | 0.02% | 16 |
|
|
2017
Q1 | $106K | Sell |
871
-81
| -9% | -$9.86K | 0.02% | 23 |
|
|
2016
Q4 | $110K | Hold |
952
| – | – | 0.02% | 25 |
|
|
2016
Q3 | $106K | Sell |
952
-78
| -8% | -$8.69K | 0.02% | 25 |
|
|
2016
Q2 | $110K | Buy |
1,030
+86
| +9% | +$9.18K | 0.02% | 24 |
|
|
2016
Q1 | $99K | Buy |
944
+26
| +3% | +$2.73K | 0.02% | 24 |
|
|
2015
Q4 | $96K | Buy |
918
+25
| +3% | +$2.61K | 0.02% | 24 |
|
|
2015
Q3 | $88K | Sell |
893
-116
| -11% | -$11.4K | 0.02% | 24 |
|
|
2015
Q2 | $108K | Sell |
1,009
-616
| -38% | -$65.9K | 0.02% | 24 |
|
|
2015
Q1 | $174K | Sell |
1,625
-2,816
| -63% | -$302K | 0.03% | 23 |
|
|
2014
Q4 | $471K | Buy |
4,441
+58
| +1% | +$6.15K | 0.09% | 23 |
|
|
2014
Q3 | $444K | Buy |
4,383
+16
| +0.4% | +$1.62K | 0.09% | 28 |
|
|
2014
Q2 | $444K | Sell |
4,367
-81
| -2% | -$8.24K | 0.09% | 28 |
|
|
2014
Q1 | $434K | Buy |
4,448
+110
| +3% | +$10.7K | 0.1% | 28 |
|
|
2013
Q4 | $416K | Buy |
4,338
+18
| +0.4% | +$1.73K | 0.1% | 29 |
|
|
2013
Q3 | $379K | Buy |
4,320
+57
| +1% | +$5K | 0.1% | 29 |
|
|
2013
Q2 | $352K | Buy |
+4,263
| New | +$352K | 0.1% | 29 |
|