Robshaw & Julian Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $671K | Buy |
5,390
+1,700
| +46% | +$212K | 0.48% | 36 |
|
|
2017
Q1 | $448K | Hold |
3,690
| – | – | 0.32% | 39 |
|
|
2016
Q4 | $426K | Buy |
3,690
+170
| +5% | +$19.6K | 0.31% | 40 |
|
|
2016
Q3 | $392K | Sell |
3,520
-100
| -3% | -$11.1K | 0.29% | 41 |
|
|
2016
Q2 | $388K | Sell |
3,620
-20
| -0.5% | -$2.14K | 0.3% | 42 |
|
|
2016
Q1 | $382K | Hold |
3,640
| – | – | 0.29% | 43 |
|
|
2015
Q4 | $380K | Buy |
+3,640
| New | +$380K | 0.29% | 41 |
|