Wealthstreet Investment Advisors’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 | – | Sell |
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|
2021
Q2 | $962K | Sell |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $2.64M | Buy |
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|
2020
Q3 | $2.23M | Sell |
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|
2020
Q2 | $2.06M | Sell |
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|
2020
Q1 | $1.72M | Sell |
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|
2019
Q4 | $2.29M | Hold |
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|
2019
Q3 | $2.16M | Sell |
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|
2019
Q2 | $2.1M | Buy |
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|
2019
Q1 | $1.86M | Buy |
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|
2018
Q4 | $922K | Buy |
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|
2018
Q3 | $799K | Sell |
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|
2018
Q2 | $783K | Buy |
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|
2018
Q1 | $731K | Buy |
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|
2017
Q4 | $645K | Buy |
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