JP Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $188M | Sell |
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|
2023
Q2 | $217M | Sell |
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|
2023
Q1 | $241M | Sell |
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|
2022
Q4 | $244M | Buy |
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|
2022
Q3 | $208M | Buy |
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|
2022
Q2 | $201M | Buy |
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|
2022
Q1 | $201M | Sell |
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|
2021
Q4 | $214M | Buy |
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|
2021
Q3 | $175M | Buy |
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|
2021
Q2 | $157M | Buy |
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|
2021
Q1 | $111M | Sell |
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|
2020
Q4 | $113M | Buy |
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|
2020
Q3 | $93M | Buy |
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|
2020
Q2 | $82.3M | Buy |
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|
2020
Q1 | $66.3M | Sell |
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|
2019
Q4 | $103M | Buy |
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|
2019
Q3 | $94.4M | Buy |
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|
2019
Q2 | $85.6M | Sell |
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|
2019
Q1 | $96.3M | Sell |
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|
2018
Q4 | $85M | Buy |
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|
2018
Q3 | $96.9M | Buy |
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|
2018
Q2 | $81.4M | Buy |
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|
2018
Q1 | $58M | Buy |
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|
2017
Q4 | $51.7M | Sell |
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|
2017
Q3 | $49.6M | Sell |
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|
2017
Q2 | $47.9M | Buy |
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|
2017
Q1 | $42.6M | Buy |
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|
2016
Q4 | $30.1M | Buy |
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|
2016
Q3 | $18.9M | Sell |
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|
2016
Q2 | $23.8M | Sell |
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|
2016
Q1 | $28.5M | Buy |
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|
2015
Q4 | $27.1M | Buy |
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|
2015
Q3 | $23M | Sell |
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|
2015
Q2 | $25.3M | Buy |
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|
2015
Q1 | $23.4M | Buy |
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|
2014
Q4 | $12.3M | Buy |
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|
2014
Q3 | $11.5M | Sell |
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|
2014
Q2 | $11.8M | Sell |
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|
2014
Q1 | $11.5M | Buy |
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|
2013
Q4 | $10.7M | Buy |
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|
2013
Q3 | $8.21M | Buy |
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|
2013
Q2 | $7.58M | Buy |
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