Spruce Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $2.95M | Hold |
|
|||||
|
2017
Q1 | $2.88M | Sell |
|
|||||
|
2016
Q4 | $7.19M | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $785K | Sell |
|
|||||
|
2016
Q1 | $831K | Sell |
|
|||||
|
2015
Q4 | $8.28M | Hold |
|
|||||
|
2015
Q3 | $7.84M | Sell |
|
|||||
|
2015
Q2 | $13.6M | Buy |
|
|||||
|
2015
Q1 | $13.6M | Sell |
|
|||||
|
2014
Q4 | $19.6M | Sell |
|
|||||
|
2014
Q3 | $19.6M | Buy |
|
|||||
|
2014
Q2 | $10.1M | Sell |
|
|||||
|
2014
Q1 | $18.5M | Sell |
|
|||||
|
2013
Q4 | $18.6M | Buy |
|
|||||
|
2013
Q3 | $15.2M | Buy |
|
|||||
|
2013
Q2 | $9.02M | Buy |
|