Michael J. Puzo’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
2019
Q1
Sell
-5,500
Closed -$702K 83
2018
Q4
$702K Sell
5,500
-500
-8% -$63.8K 0.31% 51
2018
Q3
$898K Sell
6,000
-500
-8% -$74.8K 0.34% 52
2018
Q2
$913K Sell
6,500
-200
-3% -$28.1K 0.39% 47
2018
Q1
$909K Sell
6,700
-300
-4% -$40.7K 0.39% 48
2017
Q4
$961K Sell
7,000
-1,000
-13% -$137K 0.4% 49
2017
Q3
$1.04M Hold
8,000
0.54% 43
2017
Q2
$996K Hold
8,000
0.54% 42
2017
Q1
$971K Hold
8,000
0.54% 45
2016
Q4
$923K Hold
8,000
0.53% 45
2016
Q3
$891K Hold
8,000
0.51% 47
2016
Q2
$857K Hold
8,000
0.57% 47
2016
Q1
$839K Sell
8,000
-365
-4% -$38.3K 0.56% 47
2015
Q4
$872K Hold
8,365
0.61% 43
2015
Q3
$826K Hold
8,365
0.59% 48
2015
Q2
$895K Hold
8,365
0.58% 47
2015
Q1
$897K Hold
8,365
0.57% 49
2014
Q4
$887K Hold
8,365
0.58% 48
2014
Q3
$847K Buy
+8,365
New +$847K 0.58% 48