Jay A. Fishman Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Hold |
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|
2025
Q1 | $687K | Hold |
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|
2024
Q4 | $725K | Hold |
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|
2024
Q3 | $708K | Hold |
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|
2024
Q2 | $669K | Hold |
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|
2024
Q1 | $650K | Hold |
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|
2023
Q4 | $593K | Hold |
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|
2023
Q3 | $531K | Hold |
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|
2023
Q2 | $551K | Hold |
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|
2023
Q1 | $510K | Hold |
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|
2022
Q4 | $478K | Hold |
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|
2022
Q3 | $449K | Hold |
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|
2022
Q2 | $472K | Hold |
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|
2022
Q1 | $569K | Hold |
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|
2021
Q4 | $604K | Hold |
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|
2021
Q3 | $555K | Hold |
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|
2021
Q2 | $557K | Hold |
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|
2021
Q1 | $517K | Hold |
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|
2020
Q4 | $487K | Hold |
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|
2020
Q3 | $426K | Hold |
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|
2020
Q2 | $391K | Sell |
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|
2020
Q1 | $325K | Hold |
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|
2019
Q4 | $413K | Buy |
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|
2019
Q3 | $378K | Hold |
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|
2019
Q2 | $375K | Hold |
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|
2019
Q1 | $362K | Hold |
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|
2018
Q4 | $319K | Hold |
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|
2018
Q3 | $374K | Hold |
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|
2018
Q2 | $351K | Hold |
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|
2018
Q1 | $339K | Hold |
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|
2017
Q4 | $343K | Hold |
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|
2017
Q3 | $324K | Hold |
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|
2017
Q2 | $311K | Hold |
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|
2017
Q1 | $303K | Buy |
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