Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $891K | Buy |
5,232
+200
| +4% | +$34.1K | 0.3% | 43 |
|
|
2020
Q2 | $788K | Sell |
5,032
-4,858
| -49% | -$761K | 0.29% | 50 |
|
|
2020
Q1 | $1.28M | Buy |
9,890
+8,513
| +618% | +$1.1M | 0.59% | 30 |
|
|
2019
Q4 | $225K | Sell |
1,377
-81
| -6% | -$13.2K | 0.09% | 119 |
|
|
2019
Q3 | $220K | Buy |
1,458
+81
| +6% | +$12.2K | 0.1% | 103 |
|
|
2019
Q2 | $207K | Hold |
1,377
| – | – | 0.1% | 114 |
|
|
2019
Q1 | $199K | Hold |
1,377
| – | – | 0.09% | 120 |
|
|
2018
Q4 | $176K | Buy |
1,377
+322
| +31% | +$41.2K | 0.09% | 114 |
|
|
2018
Q3 | $158K | Buy |
1,055
+446
| +73% | +$66.8K | 0.08% | 126 |
|
|
2018
Q2 | $86K | Hold |
609
| – | – | 0.04% | 206 |
|
|
2018
Q1 | $83K | Buy |
609
+144
| +31% | +$19.6K | 0.04% | 201 |
|
|
2017
Q4 | $64K | Hold |
465
| – | – | 0.03% | 252 |
|
|
2017
Q3 | $60K | Hold |
465
| – | – | 0.03% | 264 |
|
|
2017
Q2 | $58K | Buy |
+465
| New | +$58K | 0.03% | 250 |
|