Kopp Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $574K | Hold |
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|
2019
Q2 | $570K | Hold |
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|
2019
Q1 | $550K | Hold |
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|
2018
Q4 | $485K | Hold |
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|
2018
Q3 | $569K | Hold |
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|
2018
Q2 | $534K | Hold |
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|
2018
Q1 | $516K | Hold |
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|
2017
Q4 | $522K | Buy |
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|
2017
Q3 | $466K | Hold |
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|
2017
Q2 | $448K | Hold |
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|
2017
Q1 | $437K | Hold |
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|
2016
Q4 | $415K | Hold |
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|
2016
Q3 | $401K | Hold |
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|
2016
Q2 | $386K | Hold |
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|
2016
Q1 | $377K | Hold |
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|
2015
Q4 | $375K | Hold |
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|
2015
Q3 | $355K | Hold |
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|
2015
Q2 | $385K | Hold |
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|
2015
Q1 | $386K | Sell |
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|
2014
Q4 | $413K | Hold |
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|
2014
Q3 | $395K | Hold |
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|
2014
Q2 | $397K | Hold |
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|
2014
Q1 | $380K | Hold |
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|
2013
Q4 | $374K | Hold |
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|
2013
Q3 | $342K | Buy |
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|
2013
Q2 | $256K | Buy |
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