Lehman Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-57,209
| Closed | -$5.65M | – | 345 |
|
|
2015
Q3 | $5.65M | Buy |
57,209
+100
| +0.2% | +$9.87K | 2.88% | 7 |
|
|
2015
Q2 | $6.11M | Hold |
57,109
| – | – | 2.96% | 6 |
|
|
2015
Q1 | $6.13M | Hold |
57,109
| – | – | 2.81% | 8 |
|
|
2014
Q4 | $6.05M | Buy |
57,109
+31,640
| +124% | +$3.35M | 2.97% | 6 |
|
|
2014
Q3 | $2.58M | Buy |
25,469
+25,000
| +5,330% | +$2.53M | 1.35% | 22 |
|
|
2014
Q2 | $48K | Hold |
469
| – | – | 0.02% | 149 |
|
|
2014
Q1 | $46K | Hold |
469
| – | – | 0.02% | 146 |
|
|
2013
Q4 | $45K | Hold |
469
| – | – | 0.03% | 138 |
|
|
2013
Q3 | $41K | Hold |
469
| – | – | 0.03% | 135 |
|
|
2013
Q2 | $39K | Buy |
+469
| New | +$39K | 0.03% | 118 |
|