JJBC
James J. Burns & Company’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 | $4.59M | Sell |
15,097
-172
| -1% | -$52.3K | 0.75% | 28 |
|
|
2025
Q1 | $4.2M | Buy |
15,269
+796
| +5% | +$219K | 0.75% | 28 |
|
|
2024
Q4 | $4.2M | Sell |
14,473
-334
| -2% | -$96.8K | 0.73% | 28 |
|
|
2024
Q3 | $4.19M | Sell |
14,807
-336
| -2% | -$95.2K | 0.76% | 28 |
|
|
2024
Q2 | $4.05M | Buy |
15,143
+5,167
| +52% | +$1.38M | 0.8% | 29 |
|
|
2024
Q1 | $2.57M | Sell |
9,976
-5,410
| -35% | -$1.39M | 0.9% | 22 |
|
|
2023
Q4 | $3.65M | Sell |
15,386
-235
| -2% | -$55.8K | 0.87% | 26 |
|
|
2023
Q3 | $3.32M | Sell |
15,621
-914
| -6% | -$194K | 0.89% | 29 |
|
|
2023
Q2 | $3.64M | Sell |
16,535
-20
| -0.1% | -$4.41K | 0.92% | 27 |
|
|
2023
Q1 | $3.38M | Buy |
16,555
+5,723
| +53% | +$1.17M | 0.87% | 30 |
|
|
2022
Q4 | $2.07M | Buy |
10,832
+393
| +4% | +$75.1K | 0.85% | 30 |
|
|
2022
Q3 | $1.87M | Buy |
+10,439
| New | +$1.87M | 0.83% | 29 |
|