Williams Jones & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $269K | Hold |
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|
2018
Q3 | $316K | Hold |
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|
2018
Q2 | $296K | Hold |
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|
2018
Q1 | $286K | Sell |
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|
2017
Q4 | $336K | Sell |
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|
2017
Q3 | $384K | Sell |
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|
2017
Q2 | $381K | Sell |
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|
2017
Q1 | $421K | Buy |
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|
2016
Q4 | $321K | Buy |
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|
2016
Q3 | $270K | Hold |
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|
2016
Q2 | $260K | Hold |
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|
2016
Q1 | $254K | Hold |
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|
2015
Q4 | $253K | Hold |
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|
2015
Q3 | $239K | Buy |
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|
2015
Q2 | $208K | Buy |
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|
2015
Q1 | $208K | Buy |
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