VWM
Vector Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $711K | Buy |
6,164
+1,143
| +23% | +$132K | 0.5% | 32 |
|
|
2016
Q3 | $559K | Buy |
5,021
+1,965
| +64% | +$219K | 0.38% | 37 |
|
|
2016
Q2 | $327K | Buy |
3,056
+690
| +29% | +$73.8K | 0.22% | 56 |
|
|
2016
Q1 | $248K | Sell |
2,366
-597
| -20% | -$62.6K | 0.18% | 68 |
|
|
2015
Q4 | $309K | Hold |
2,963
| – | – | 0.24% | 56 |
|
|
2015
Q3 | $318K | Sell |
2,963
-1,314
| -31% | -$141K | 0.25% | 53 |
|
|
2015
Q2 | $458K | Buy |
4,277
+598
| +16% | +$64K | 0.36% | 36 |
|
|
2015
Q1 | $395K | Buy |
3,679
+127
| +4% | +$13.6K | 0.32% | 33 |
|
|
2014
Q4 | $377K | Buy |
+3,552
| New | +$377K | 0.28% | 36 |
|
|
2013
Q4 | – | Sell |
-2,805
| Closed | -$246K | – | 66 |
|
|
2013
Q3 | $246K | Sell |
2,805
-450
| -14% | -$39.5K | 0.18% | 49 |
|
|
2013
Q2 | $269K | Buy |
+3,255
| New | +$269K | 0.2% | 45 |
|