LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $708K | Sell |
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|
2020
Q2 | $669K | Sell |
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|
2020
Q1 | $641K | Buy |
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|
2019
Q4 | $748K | Sell |
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|
2019
Q3 | $695K | Sell |
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|
2019
Q2 | $709K | Sell |
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|
2019
Q1 | $801K | Sell |
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|
2018
Q4 | $723K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $1.23M | Sell |
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|
2017
Q4 | $4.4M | Hold |
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|
2017
Q3 | $4.4M | Buy |
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|
2017
Q2 | $3.89M | Buy |
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|
2017
Q1 | $3.7M | Buy |
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|
2016
Q4 | $2.21M | Buy |
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|
2016
Q3 | $280K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $88K | Buy |
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|
2013
Q4 | $19K | Hold |
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|
2013
Q3 | $17K | Hold |
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|
2013
Q2 | $16K | Buy |
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