Strategic Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $6.07M | Sell |
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|
2021
Q1 | $6.39M | Buy |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | $1.53M | Buy |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $1.47M | Buy |
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|
2019
Q3 | $1.36M | Buy |
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|
2019
Q2 | $1.35M | Sell |
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|
2019
Q1 | $1.31M | Sell |
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|
2018
Q4 | $1.16M | Buy |
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