Madison Investment Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-64,914
| Closed | -$7.49M | – | 256 |
|
|
2016
Q4 | $7.49M | Buy |
64,914
+2,900
| +5% | +$334K | 0.15% | 155 |
|
|
2016
Q3 | $6.9M | Sell |
62,014
-1,200
| -2% | -$134K | 0.14% | 153 |
|
|
2016
Q2 | $6.77M | Buy |
63,214
+44,214
| +233% | +$4.74M | 0.14% | 147 |
|
|
2016
Q1 | $1.99M | Hold |
19,000
| – | – | 0.04% | 169 |
|
|
2015
Q4 | $1.98M | Buy |
+19,000
| New | +$1.98M | 0.04% | 171 |
|