Willingdon Wealth Management’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
Q1 | $11K | Sell |
|
|||||
|
2019
Q4 | $21K | Hold |
|
|||||
|
2019
Q3 | $20K | Hold |
|
|||||
|
2019
Q2 | $20K | Hold |
|
|||||
|
2019
Q1 | $19K | Sell |
|
|||||
|
2018
Q4 | $20K | Sell |
|
|||||
|
2018
Q3 | $28K | Hold |
|
|||||
|
2018
Q2 | $27K | Hold |
|
|||||
|
2018
Q1 | $26K | Hold |
|
|||||
|
2017
Q4 | $26K | Hold |
|
|||||
|
2017
Q3 | $25K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $366K | Buy |
|
|||||
|
2014
Q3 | $332K | Hold |
|
|||||
|
2014
Q2 | $334K | Hold |
|
|||||
|
2014
Q1 | $320K | Hold |
|
|||||
|
2013
Q4 | $315K | Buy |
|