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
2018
Q1
$390K Hold
2017
Q4
$394K Sell
2017
Q3
$373K Sell
2017
Q2
$427K Hold
2017
Q1
$416K Sell
2016
Q4
$396K Sell
2016
Q3
$393K Hold
2016
Q2
$378K Buy
2016
Q1
$312K Sell
2015
Q4
$339K Buy
2015
Q3
$314K Hold
2015
Q2
$340K Sell
2015
Q1
$353K Buy
2014
Q4
$348K Sell
2014
Q3
$333K Hold
2014
Q2
$335K Hold
2014
Q1
$321K Buy
2013
Q4
$315K Sell
2013
Q3
$296K Buy
2013
Q2
$279K Buy