Jacobus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $457K | Hold |
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|
2017
Q2 | $439K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $424K | Sell |
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|
2016
Q2 | $925K | Sell |
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|
2016
Q1 | $963K | Hold |
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|
2015
Q4 | $958K | Sell |
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|
2015
Q3 | $1.01M | Buy |
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|
2015
Q2 | $955K | Buy |
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|
2015
Q1 | $440K | Buy |
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|
2014
Q4 | $116K | Hold |
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|
2014
Q3 | $110K | Hold |
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|
2014
Q2 | $111K | Buy |
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