SteelBridge Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $447K | Buy |
3,292
+35
| +1% | +$4.75K | 3.87% | 7 |
|
|
2017
Q4 | $447K | Buy |
3,257
+74
| +2% | +$10.2K | 3.77% | 8 |
|
|
2017
Q3 | $412K | Sell |
3,183
-46,780
| -94% | -$6.06M | 3.95% | 8 |
|
|
2017
Q2 | $6.22M | Hold |
49,963
| – | – | 8.74% | 2 |
|
|
2017
Q1 | $6.06M | Buy |
49,963
+802
| +2% | +$97.3K | 9.19% | 2 |
|
|
2016
Q4 | $5.77M | Buy |
49,161
+31,415
| +177% | +$3.69M | 9.11% | 2 |
|
|
2016
Q3 | $1.98M | Buy |
17,746
+541
| +3% | +$60.2K | 5.74% | 2 |
|
|
2016
Q2 | $1.91M | Sell |
17,205
-29,875
| -63% | -$3.31M | 5.77% | 2 |
|
|
2016
Q1 | $4.94M | Buy |
+47,080
| New | +$4.94M | 10.03% | 2 |
|