NewFocus Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $757K | Buy |
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|
2020
Q3 | $644K | Sell |
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|
2020
Q2 | $625K | Hold |
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|
2020
Q1 | $515K | Hold |
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|
2019
Q4 | $653K | Hold |
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|
2019
Q3 | $603K | Hold |
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|
2019
Q2 | $599K | Sell |
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|
2019
Q1 | $583K | Sell |
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|
2018
Q4 | $681K | Buy |
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|
2018
Q3 | $386K | Hold |
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|
2018
Q2 | $362K | Sell |
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|
2018
Q1 | $353K | Buy |
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|
2017
Q4 | $352K | Buy |
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|
2017
Q3 | $330K | Buy |
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|
2017
Q2 | $316K | Sell |
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|
2017
Q1 | $311K | Sell |
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|
2016
Q4 | $406K | Sell |
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|
2016
Q3 | $392K | Sell |
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|
2016
Q2 | $395K | Buy |
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|
2016
Q1 | $327K | Buy |
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|
2015
Q4 | $319K | Buy |
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|
2015
Q3 | $294K | Sell |
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|
2015
Q2 | $344K | Buy |
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|
2015
Q1 | $326K | Buy |
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