WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $496K | Buy |
3,982
+80
| +2% | +$9.97K | 0.11% | 203 |
|
|
2017
Q1 | $473K | Sell |
3,902
-1,215
| -24% | -$147K | 0.13% | 178 |
|
|
2016
Q4 | $590K | Buy |
5,117
+1,735
| +51% | +$200K | 0.14% | 186 |
|
|
2016
Q3 | $377K | Buy |
3,382
+32
| +1% | +$3.57K | 0.09% | 221 |
|
|
2016
Q2 | $359K | Buy |
3,350
+1,991
| +147% | +$213K | 0.1% | 207 |
|
|
2016
Q1 | $142K | Sell |
1,359
-3,748
| -73% | -$392K | 0.04% | 402 |
|
|
2015
Q4 | $533K | Sell |
5,107
-296
| -5% | -$30.9K | 0.16% | 153 |
|
|
2015
Q3 | $533K | Buy |
5,403
+1,600
| +42% | +$158K | 0.17% | 144 |
|
|
2015
Q2 | $407K | Buy |
3,803
+3,800
| +126,667% | +$407K | 0.11% | 199 |
|
|
2015
Q1 | $0 | Sell |
3
-2,248
| -100% | – | ﹤0.01% | 2083 |
|
|
2014
Q4 | $239K | Sell |
2,251
-373
| -14% | -$39.6K | 0.05% | 374 |
|
|
2014
Q3 | $266K | Buy |
2,624
+823
| +46% | +$83.4K | 0.05% | 384 |
|
|
2014
Q2 | $183K | Buy |
1,801
+513
| +40% | +$52.1K | 0.03% | 466 |
|
|
2014
Q1 | $126K | Sell |
1,288
-681
| -35% | -$66.6K | 0.03% | 562 |
|
|
2013
Q4 | $189K | Buy |
1,969
+1,173
| +147% | +$113K | 0.03% | 533 |
|
|
2013
Q3 | $70K | Sell |
796
-106
| -12% | -$9.32K | 0.01% | 809 |
|
|
2013
Q2 | $75K | Buy |
+902
| New | +$75K | 0.01% | 757 |
|