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 |
|