Ken Stern & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $944K | Sell |
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2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $883K | Sell |
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|
2017
Q4 | $1.42M | Sell |
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|
2017
Q3 | $1.5M | Buy |
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|
2017
Q2 | $1.37M | Sell |
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|
2017
Q1 | $1.56M | Buy |
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|
2016
Q4 | $783K | Buy |
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|
2016
Q3 | $663K | Buy |
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|
2016
Q2 | $628K | Sell |
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|
2016
Q1 | $713K | Buy |
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|
2015
Q4 | $681K | Buy |
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|
2015
Q3 | $542K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $247K | Buy |
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