Point View Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $333K | Sell |
1,713
-743
| -30% | -$144K | 0.14% | 192 |
|
|
2020
Q3 | $418K | Sell |
2,456
-229
| -9% | -$39K | 0.2% | 151 |
|
|
2020
Q2 | $420K | Hold |
2,685
| – | – | 0.2% | 151 |
|
|
2020
Q1 | $346K | Buy |
2,685
+1,186
| +79% | +$153K | 0.19% | 160 |
|
|
2019
Q4 | $245K | Hold |
1,499
| – | – | 0.1% | 225 |
|
|
2019
Q3 | $226K | Hold |
1,499
| – | – | 0.1% | 228 |
|
|
2019
Q2 | $225K | Buy |
+1,499
| New | +$225K | 0.1% | 234 |
|