Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $820K | Sell |
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|
2021
Q3 | $761K | Hold |
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|
2021
Q2 | $764K | Sell |
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|
2021
Q1 | $758K | Buy |
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|
2020
Q4 | $628K | Hold |
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|
2020
Q3 | $550K | Sell |
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|
2020
Q2 | $607K | Hold |
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|
2020
Q1 | $500K | Hold |
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|
2019
Q4 | $635K | Sell |
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|
2019
Q3 | $604K | Sell |
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|
2019
Q2 | $607K | Hold |
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|
2019
Q1 | $585K | Sell |
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|
2018
Q4 | $783K | Buy |
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|
2018
Q3 | $653K | Buy |
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|
2018
Q2 | $588K | Hold |
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|
2018
Q1 | $568K | Sell |
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|
2017
Q4 | $764K | Buy |
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|
2017
Q3 | $548K | Buy |
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|
2017
Q2 | $514K | Buy |
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|
2017
Q1 | $456K | Sell |
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|
2016
Q4 | $450K | Sell |
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|
2016
Q3 | $465K | Buy |
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|
2016
Q2 | $424K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $488K | Buy |
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|
2015
Q3 | $460K | Sell |
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|
2015
Q2 | $549K | Sell |
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|
2015
Q1 | $646K | Buy |
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