Mosaic Financial Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $409K | Buy |
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|
2018
Q1 | $390K | Hold |
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|
2017
Q4 | $394K | Sell |
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|
2017
Q3 | $373K | Sell |
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|
2017
Q2 | $427K | Hold |
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|
2017
Q1 | $416K | Sell |
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|
2016
Q4 | $396K | Sell |
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|
2016
Q3 | $393K | Hold |
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|
2016
Q2 | $378K | Buy |
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|
2016
Q1 | $312K | Sell |
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|
2015
Q4 | $339K | Buy |
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|
2015
Q3 | $314K | Hold |
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|
2015
Q2 | $340K | Sell |
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|
2015
Q1 | $353K | Buy |
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|
2014
Q4 | $348K | Sell |
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|
2014
Q3 | $333K | Hold |
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|
2014
Q2 | $335K | Hold |
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|
2014
Q1 | $321K | Buy |
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|
2013
Q4 | $315K | Sell |
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|
2013
Q3 | $296K | Buy |
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|
2013
Q2 | $279K | Buy |
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