Winslow Evans & Crocker’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
Q4 | $1.08M | Buy |
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|
2020
Q3 | $176K | Sell |
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|
2020
Q2 | $180K | Sell |
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|
2020
Q1 | $156K | Sell |
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|
2019
Q4 | $422K | Buy |
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|
2019
Q3 | $364K | Buy |
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|
2019
Q2 | $354K | Hold |
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|
2019
Q1 | $342K | Buy |
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|
2018
Q4 | $230K | Buy |
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|
2018
Q3 | $184K | Buy |
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|
2018
Q2 | $164K | Buy |
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|
2018
Q1 | $144K | Buy |
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|
2017
Q4 | $141K | Buy |
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|
2017
Q3 | $120K | Sell |
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|
2017
Q2 | $640K | Sell |
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|
2017
Q1 | $662K | Buy |
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|
2016
Q4 | $566K | Buy |
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|
2016
Q3 | $502K | Buy |
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|
2016
Q2 | $446K | Sell |
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|
2016
Q1 | $584K | Sell |
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|
2015
Q4 | $603K | Buy |
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|
2015
Q3 | $563K | Buy |
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|
2015
Q2 | $556K | Buy |
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|
2015
Q1 | $107K | Hold |
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|
2014
Q4 | $106K | Hold |
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|
2014
Q3 | $101K | Sell |
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|
2014
Q2 | $107K | Hold |
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|
2014
Q1 | $103K | Hold |
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|
2013
Q4 | $101K | Buy |
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