Stanford Investment Group’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
Q1 | – | Sell |
-1,652
| Closed | -$190K | – | 294 |
|
|
2016
Q4 | $190K | Sell |
1,652
-196
| -11% | -$22.5K | 0.09% | 53 |
|
|
2016
Q3 | $206K | Buy |
1,848
+7
| +0.4% | +$780 | 0.1% | 56 |
|
|
2016
Q2 | $197K | Buy |
1,841
+530
| +40% | +$56.7K | 0.1% | 54 |
|
|
2016
Q1 | $137K | Sell |
1,311
-30
| -2% | -$3.14K | 0.08% | 73 |
|
|
2015
Q4 | $140K | Buy |
1,341
+43
| +3% | +$4.49K | 0.08% | 76 |
|
|
2015
Q3 | $128K | Buy |
1,298
+4
| +0.3% | +$394 | 0.09% | 71 |
|
|
2015
Q2 | $139K | Buy |
1,294
+4
| +0.3% | +$430 | 0.1% | 73 |
|
|
2015
Q1 | $138K | Hold |
1,290
| – | – | 0.11% | 75 |
|
|
2014
Q4 | $137K | Buy |
+1,290
| New | +$137K | 0.11% | 73 |
|