Whitnell & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-672
| Closed | -$71K | – | 276 |
|
|
2014
Q4 | $71K | Buy |
+672
| New | +$71K | 0.03% | 177 |
|
|
2014
Q2 | – | Sell |
-4,700
| Closed | -$458K | – | 289 |
|
|
2014
Q1 | $458K | Hold |
4,700
| – | – | 0.21% | 105 |
|
|
2013
Q4 | $451K | Hold |
4,700
| – | – | 0.21% | 106 |
|
|
2013
Q3 | $412K | Hold |
4,700
| – | – | 0.2% | 109 |
|
|
2013
Q2 | $389K | Buy |
+4,700
| New | +$389K | 0.19% | 109 |
|