TWA
Tillar-Wenstrup Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,242
| Closed | -$3.15M | – | 50 |
|
|
2019
Q4 | $3.15M | Sell |
19,242
-3,039
| -14% | -$497K | 1.76% | 19 |
|
|
2019
Q3 | $3.36M | Buy |
22,281
+350
| +2% | +$52.8K | 1.95% | 17 |
|
|
2019
Q2 | $3.29M | Buy |
21,931
+150
| +0.7% | +$22.5K | 1.85% | 18 |
|
|
2019
Q1 | $3.15M | Buy |
21,781
+60
| +0.3% | +$8.68K | 1.81% | 17 |
|
|
2018
Q4 | $2.77M | Buy |
+21,721
| New | +$2.77M | 1.83% | 20 |
|
|
2015
Q3 | – | Sell |
-43,766
| Closed | -$4.68M | – | 44 |
|
|
2015
Q2 | $4.68M | Sell |
43,766
-995
| -2% | -$106K | 4.24% | 3 |
|
|
2015
Q1 | $4.8M | Sell |
44,761
-1,945
| -4% | -$209K | 4.69% | 3 |
|
|
2014
Q4 | $4.95M | Sell |
46,706
-1,370
| -3% | -$145K | 4.79% | 3 |
|
|
2014
Q3 | $4.87M | Sell |
48,076
-10,182
| -17% | -$1.03M | 4.5% | 3 |
|
|
2014
Q2 | $5.93M | Sell |
58,258
-55,730
| -49% | -$5.67M | 4.76% | 2 |
|
|
2014
Q1 | $11.1M | Buy |
113,988
+43,503
| +62% | +$4.24M | 10.1% | 2 |
|
|
2013
Q4 | $6.76M | Buy |
+70,485
| New | +$6.76M | 6.95% | 2 |
|