Wellesley Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $6.86M | Sell |
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|
2020
Q2 | $6.56M | Sell |
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|
2020
Q1 | $5.8M | Sell |
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|
2019
Q4 | $8.35M | Buy |
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|
2019
Q3 | $7.53M | Buy |
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|
2019
Q2 | $7.47M | Buy |
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|
2019
Q1 | $6.98M | Sell |
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|
2018
Q4 | $6.18M | Sell |
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|
2018
Q3 | $7.25M | Sell |
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|
2018
Q2 | $6.95M | Buy |
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|
2018
Q1 | $6.62M | Buy |
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|
2017
Q4 | $6.39M | Buy |
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|
2017
Q3 | $5.89M | Buy |
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|
2017
Q2 | $5.53M | Buy |
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|
2017
Q1 | $5.27M | Buy |
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|
2016
Q4 | $4.85M | Buy |
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|
2016
Q3 | $4.54M | Buy |
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|
2016
Q2 | $4.36M | Buy |
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|
2016
Q1 | $4.22M | Sell |
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|
2015
Q4 | $4.24M | Buy |
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