SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.38M | Sell |
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|
2020
Q3 | $2.09M | Hold |
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|
2020
Q2 | $1.92M | Buy |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.08M | Sell |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $724K | Buy |
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|
2018
Q3 | $826K | Sell |
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|
2018
Q2 | $807K | Sell |
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|
2018
Q1 | $975K | Buy |
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|
2017
Q4 | $732K | Sell |
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|
2017
Q3 | $975K | Buy |
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|
2017
Q2 | $889K | Hold |
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|
2017
Q1 | $867K | Sell |
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|
2016
Q4 | $913K | Buy |
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|
2016
Q3 | $654K | Buy |
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|
2016
Q2 | $605K | Hold |
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|
2016
Q1 | $592K | Sell |
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|
2015
Q4 | $661K | Buy |
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|
2015
Q3 | $616K | Buy |
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|
2015
Q2 | $441K | Sell |
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|
2015
Q1 | $540K | Buy |
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|
2014
Q4 | $400K | Hold |
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|
2014
Q3 | $382K | Buy |
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|
2014
Q2 | $350K | Hold |
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|
2014
Q1 | $335K | Buy |
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|
2013
Q4 | $325K | Buy |
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