Winthrop Partners - WNY’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $30.2K | Hold |
200
| – | – | 0.02% | 203 |
|
|
2019
Q2 | $30K | Hold |
200
| – | – | 0.02% | 169 |
|
|
2019
Q1 | $29.3K | Hold |
200
| – | – | 0.02% | 167 |
|
|
2018
Q4 | $25.5K | Hold |
200
| – | – | 0.02% | 169 |
|
|
2018
Q3 | $29.9K | Hold |
200
| – | – | 0.02% | 197 |
|
|
2018
Q2 | $28.1K | Hold |
200
| – | – | 0.02% | 215 |
|
|
2018
Q1 | $26.9K | Buy |
+200
| New | +$26.9K | 0.02% | 255 |
|