PacWest Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $2.27M | Hold |
1,967
| – | – | 0.13% | 78 |
|
|
2016
Q3 | $219K | Hold |
1,967
| – | – | 0.13% | 76 |
|
|
2016
Q2 | $211K | Sell |
1,967
-27
| -1% | -$2.9K | 0.13% | 78 |
|
|
2016
Q1 | $209K | Buy |
1,994
+27
| +1% | +$2.83K | 0.13% | 81 |
|
|
2015
Q4 | $205K | Buy |
+1,967
| New | +$205K | 0.14% | 83 |
|
|
2014
Q2 | – | Sell |
-4,148
| Closed | -$404K | – | 90 |
|
|
2014
Q1 | $404K | Sell |
4,148
-6,778
| -62% | -$660K | 0.31% | 75 |
|
|
2013
Q4 | $1.05K | Buy |
+10,926
| New | +$1.05K | 0.32% | 54 |
|