Squar Milner Financial 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
Q2 | – | Sell |
-555
| Closed | -$71K | – | 735 |
|
|
2020
Q1 | $71K | Hold |
555
| – | – | 0.04% | 325 |
|
|
2019
Q4 | $90K | Buy |
+555
| New | +$90K | 0.04% | 353 |
|
|
2019
Q3 | – | Sell |
-790
| Closed | -$119K | – | 711 |
|
|
2019
Q2 | $119K | Sell |
790
-1,556
| -66% | -$234K | 0.08% | 249 |
|
|
2019
Q1 | $339K | Sell |
2,346
-199
| -8% | -$28.8K | 0.25% | 93 |
|
|
2018
Q4 | $325K | Buy |
2,545
+53
| +2% | +$6.77K | 0.31% | 81 |
|
|
2018
Q3 | $373K | Buy |
2,492
+360
| +17% | +$53.9K | 0.34% | 73 |
|
|
2018
Q2 | $299K | Sell |
2,132
-34
| -2% | -$4.77K | 0.26% | 100 |
|
|
2018
Q1 | $294K | Sell |
2,166
-172
| -7% | -$23.3K | 0.37% | 98 |
|
|
2017
Q4 | $341K | Buy |
+2,338
| New | +$341K | 0.41% | 87 |
|