JIP
Jaffetilchin Investment Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.8M | Buy |
233,030
+6,209
| +3% | +$1.89M | 4.63% | 3 |
|
|
2025
Q1 | $62.3M | Sell |
226,821
-653
| -0.3% | -$179K | 4.52% | 3 |
|
|
2024
Q4 | $65.9M | Buy |
227,474
+6,409
| +3% | +$1.86M | 4.77% | 3 |
|
|
2024
Q3 | $62.6M | Sell |
221,065
-5,056
| -2% | -$1.43M | 4.73% | 3 |
|
|
2024
Q2 | $60.5M | Buy |
226,121
+19,948
| +10% | +$5.34M | 5.17% | 3 |
|
|
2024
Q1 | $53.6M | Buy |
206,173
+10,032
| +5% | +$2.61M | 4.8% | 2 |
|
|
2023
Q4 | $46.5M | Buy |
196,141
+15,258
| +8% | +$3.62M | 4.54% | 3 |
|
|
2023
Q3 | $38.4M | Buy |
180,883
+2,859
| +2% | +$607K | 4.24% | 4 |
|
|
2023
Q2 | $39.2M | Buy |
178,024
+6,881
| +4% | +$1.52M | 4.14% | 5 |
|
|
2023
Q1 | $34.9M | Buy |
171,143
+12,131
| +8% | +$2.48M | 3.97% | 5 |
|
|
2022
Q4 | $30.4M | Sell |
159,012
-25,426
| -14% | -$4.86M | 3.71% | 5 |
|
|
2022
Q3 | $33.1M | Buy |
184,438
+4,933
| +3% | +$885K | 4.25% | 3 |
|
|
2022
Q2 | $33.9M | Sell |
179,505
-5,404
| -3% | -$1.02M | 4% | 4 |
|
|
2022
Q1 | $36.2M | Sell |
184,909
-30,543
| -14% | -$5.98M | 4.26% | 3 |
|
|
2021
Q4 | $52M | Buy |
215,452
+2,890
| +1% | +$698K | 4.92% | 3 |
|
|
2021
Q3 | $47.2M | Sell |
212,562
-209,667
| -50% | -$46.6M | 5.02% | 2 |
|
|
2021
Q2 | $87.9M | Buy |
422,229
+240,191
| +132% | +$50M | 6.07% | 2 |
|
|
2021
Q1 | $37.6M | Sell |
182,038
-38,164
| -17% | -$7.89M | 4.43% | 3 |
|
|
2020
Q4 | $42.9M | Buy |
220,202
+5,079
| +2% | +$989K | 6.08% | 2 |
|
|
2020
Q3 | $36.6M | Buy |
215,123
+388
| +0.2% | +$66.1K | 6.76% | 2 |
|
|
2020
Q2 | $33.6M | Sell |
214,735
-2,835
| -1% | -$444K | 7.41% | 2 |
|
|
2020
Q1 | $28M | Sell |
217,570
-73,944
| -25% | -$9.53M | 9.91% | 2 |
|
|
2019
Q4 | $47.7M | Buy |
291,514
+1,470
| +0.5% | +$241K | 10.29% | 2 |
|
|
2019
Q3 | $43.8M | Sell |
290,044
-6,609
| -2% | -$998K | 10.46% | 2 |
|
|
2019
Q2 | $44.5M | Buy |
296,653
+15,800
| +6% | +$2.37M | 10.37% | 2 |
|
|
2019
Q1 | $40.6M | Sell |
280,853
-32,340
| -10% | -$4.68M | 9.03% | 3 |
|
|
2018
Q4 | $40M | Buy |
313,193
+28,075
| +10% | +$3.58M | 9.98% | 3 |
|
|
2018
Q3 | $42.7M | Buy |
285,118
+21,252
| +8% | +$3.18M | 9.01% | 2 |
|
|
2018
Q2 | $37.1M | Buy |
263,866
+5,104
| +2% | +$717K | 8.24% | 2 |
|
|
2018
Q1 | $35.1M | Buy |
258,762
+109,990
| +74% | +$14.9M | 7.87% | 2 |
|
|
2017
Q4 | $20.4M | Sell |
148,772
-82,669
| -36% | -$11.3M | 6.8% | 2 |
|
|
2017
Q3 | $30M | Buy |
231,441
+76,357
| +49% | +$9.89M | 7.06% | 2 |
|
|
2017
Q2 | $19.3M | Sell |
155,084
-66,119
| -30% | -$8.23M | 6.53% | 2 |
|
|
2017
Q1 | $26.8M | Sell |
221,203
-1,474
| -0.7% | -$179K | 6.82% | 2 |
|
|
2016
Q4 | $25.7M | Sell |
222,677
-4,158
| -2% | -$479K | 7.65% | 1 |
|
|
2016
Q3 | $25.3M | Sell |
226,835
-5,666
| -2% | -$631K | 8.02% | 1 |
|
|
2016
Q2 | $24.9M | Sell |
232,501
-2,978
| -1% | -$319K | 7.55% | 1 |
|
|
2016
Q1 | $24.7M | Buy |
+235,479
| New | +$24.7M | 7.8% | 1 |
|