Jay A. Fishman Ltd’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
2025 Q2	$760K	Hold	2,500	–	–	0.07%	52
2025 Q1	$687K	Hold	2,500	–	–	0.08%	55
2024 Q4	$725K	Hold	2,500	–	–	0.07%	55
2024 Q3	$708K	Hold	2,500	–	–	0.07%	56
2024 Q2	$669K	Hold	2,500	–	–	0.07%	55
2024 Q1	$650K	Hold	2,500	–	–	0.07%	56
2023 Q4	$593K	Hold	2,500	–	–	0.07%	61
2023 Q3	$531K	Hold	2,500	–	–	0.07%	60
2023 Q2	$551K	Hold	2,500	–	–	0.07%	62
2023 Q1	$510K	Hold	2,500	–	–	0.07%	65
2022 Q4	$478K	Hold	2,500	–	–	0.07%	68
2022 Q3	$449K	Hold	2,500	–	–	0.06%	69
2022 Q2	$472K	Hold	2,500	–	–	0.06%	66
2022 Q1	$569K	Hold	2,500	–	–	0.06%	70
2021 Q4	$604K	Hold	2,500	–	–	0.06%	66
2021 Q3	$555K	Hold	2,500	–	–	0.07%	66
2021 Q2	$557K	Hold	2,500	–	–	0.07%	65
2021 Q1	$517K	Hold	2,500	–	–	0.07%	69
2020 Q4	$487K	Hold	2,500	–	–	0.07%	66
2020 Q3	$426K	Hold	2,500	–	–	0.07%	62
2020 Q2	$391K	Sell	2,500 -25	-1%	-$3.91K	0.07%	65
2020 Q1	$325K	Hold	2,525	–	–	0.07%	66
2019 Q4	$413K	Buy	2,525 +25	+1%	+$4.09K	0.07%	64
2019 Q3	$378K	Hold	2,500	–	–	0.07%	61
2019 Q2	$375K	Hold	2,500	–	–	0.07%	64
2019 Q1	$362K	Hold	2,500	–	–	0.07%	70
2018 Q4	$319K	Hold	2,500	–	–	0.07%	72
2018 Q3	$374K	Hold	2,500	–	–	0.07%	70
2018 Q2	$351K	Hold	2,500	–	–	0.07%	71
2018 Q1	$339K	Hold	2,500	–	–	0.06%	73
2017 Q4	$343K	Hold	2,500	–	–	0.06%	76
2017 Q3	$324K	Hold	2,500	–	–	0.07%	78
2017 Q2	$311K	Hold	2,500	–	–	0.07%	78
2017 Q1	$303K	Buy	+2,500	New	+$303K	0.07%	80