MFP
Mosaic Financial Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $409K | Buy |
2,910
+33
| +1% | +$4.64K | 0.27% | 36 |
|
|
2018
Q1 | $390K | Hold |
2,877
| – | – | 0.24% | 41 |
|
|
2017
Q4 | $394K | Sell |
2,877
-1
| -0% | -$137 | 0.23% | 40 |
|
|
2017
Q3 | $373K | Sell |
2,878
-551
| -16% | -$71.4K | 0.23% | 40 |
|
|
2017
Q2 | $427K | Hold |
3,429
| – | – | 0.27% | 34 |
|
|
2017
Q1 | $416K | Sell |
3,429
-4
| -0.1% | -$485 | 0.26% | 35 |
|
|
2016
Q4 | $396K | Sell |
3,433
-98
| -3% | -$11.3K | 0.25% | 35 |
|
|
2016
Q3 | $393K | Hold |
3,531
| – | – | 0.24% | 36 |
|
|
2016
Q2 | $378K | Buy |
3,531
+552
| +19% | +$59.1K | 0.23% | 37 |
|
|
2016
Q1 | $312K | Sell |
2,979
-275
| -8% | -$28.8K | 0.2% | 38 |
|
|
2015
Q4 | $339K | Buy |
3,254
+75
| +2% | +$7.81K | 0.22% | 37 |
|
|
2015
Q3 | $314K | Hold |
3,179
| – | – | 0.2% | 37 |
|
|
2015
Q2 | $340K | Sell |
3,179
-110
| -3% | -$11.8K | 0.23% | 42 |
|
|
2015
Q1 | $353K | Buy |
3,289
+1
| +0% | +$107 | 0.24% | 40 |
|
|
2014
Q4 | $348K | Sell |
3,288
-1
| -0% | -$106 | 0.24% | 40 |
|
|
2014
Q3 | $333K | Hold |
3,289
| – | – | 0.23% | 40 |
|
|
2014
Q2 | $335K | Hold |
3,289
| – | – | 0.23% | 41 |
|
|
2014
Q1 | $321K | Buy |
3,289
+1
| +0% | +$98 | 0.23% | 40 |
|
|
2013
Q4 | $315K | Sell |
3,288
-95
| -3% | -$9.1K | 0.23% | 41 |
|
|
2013
Q3 | $296K | Buy |
3,383
+1
| +0% | +$87 | 0.23% | 39 |
|
|
2013
Q2 | $279K | Buy |
+3,382
| New | +$279K | 0.22% | 39 |
|