Unified Trust Company’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
Q3 | $2.3M | Hold |
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|
2021
Q2 | $2.3M | Sell |
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|
2021
Q1 | $2.33M | Hold |
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|
2020
Q4 | $2.24M | Sell |
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|
2020
Q3 | $1.99M | Hold |
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|
2020
Q2 | $1.83M | Hold |
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|
2020
Q1 | $1.51M | Sell |
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|
2019
Q4 | $2.71M | Sell |
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|
2019
Q3 | $2.56M | Hold |
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|
2019
Q2 | $2.54M | Hold |
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|
2019
Q1 | $2.45M | Hold |
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|
2018
Q4 | $2.16M | Buy |
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