Thomaspartners’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 |
-1,955
| Closed | -$225K | – | 86 |
|
|
2016
Q4 | $225K | Buy |
+1,955
| New | +$225K | ﹤0.01% | 80 |
|
|
2014
Q3 | – | Sell |
-2,108
| Closed | -$214K | – | 148 |
|
|
2014
Q2 | $214K | Sell |
2,108
-356
| -14% | -$36.1K | ﹤0.01% | 128 |
|
|
2014
Q1 | $240K | Buy |
+2,464
| New | +$240K | 0.01% | 124 |
|
|
2013
Q3 | – | Sell |
-3,163
| Closed | -$331K | – | 195 |
|
|
2013
Q2 | $331K | Buy |
+3,163
| New | +$331K | 0.01% | 114 |
|