MWR
McAdams Wright Ragen’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $785K | Sell |
7,760
-250
| -3% | -$25.3K | 0.04% | 214 |
|
|
2014
Q2 | $815K | Buy |
8,010
+898
| +13% | +$91.4K | 0.05% | 210 |
|
|
2014
Q1 | $693K | Sell |
7,112
-6,019
| -46% | -$586K | 0.04% | 208 |
|
|
2013
Q4 | $1.26M | Sell |
13,131
-345
| -3% | -$33.1K | 0.08% | 166 |
|
|
2013
Q3 | $1.18M | Buy |
13,476
+89
| +0.7% | +$7.8K | 0.09% | 150 |
|
|
2013
Q2 | $1.11M | Buy |
+13,387
| New | +$1.11M | 0.09% | 163 |
|