Wealth & Pension Services Group’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
2019
Q3
$286K Sell
1,895
-8
-0.4% -$1.21K 0.21% 98
2019
Q2
$286K Sell
1,903
-100
-5% -$15K 0.21% 97
2019
Q1
$290K Sell
2,003
-14
-0.7% -$2.03K 0.23% 93
2018
Q4
$257K Buy
+2,017
New +$257K 0.23% 88