Marcuard Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.43M | Sell |
24,180
-18,000
| -43% | -$1.81M | 5.23% | 5 |
|
|
2014
Q2 | $4.25M | Sell |
42,180
-9,700
| -19% | -$977K | 9.6% | 3 |
|
|
2014
Q1 | $5.06M | Sell |
51,880
-36,700
| -41% | -$3.58M | 12.24% | 2 |
|
|
2013
Q4 | $8.5M | Sell |
88,580
-650
| -0.7% | -$62.4K | 18.24% | 1 |
|
|
2013
Q3 | $7.82M | Sell |
89,230
-4,400
| -5% | -$386K | 14.92% | 1 |
|
|
2013
Q2 | $7.74M | Buy |
+93,630
| New | +$7.74M | 12.44% | 2 |
|