JFS Wealth Advisors’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 | $15.3M | Sell |
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|
2025
Q1 | $13.9M | Sell |
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|
2024
Q4 | $15.7M | Buy |
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|
2024
Q3 | $14.1M | Buy |
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|
2024
Q2 | $8.42M | Buy |
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|
2024
Q1 | $8.11M | Sell |
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|
2023
Q4 | $7.48M | Buy |
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|
2023
Q3 | $6.7M | Sell |
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|
2023
Q2 | $7.08M | Sell |
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|
2023
Q1 | $6.66M | Buy |
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|
2022
Q4 | $6.11M | Buy |
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|
2022
Q3 | $3.77M | Buy |
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|
2022
Q2 | $3.95M | Sell |
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|
2022
Q1 | $5.08M | Buy |
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|
2021
Q4 | $5.34M | Buy |
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|
2021
Q3 | $4.8M | Sell |
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|
2021
Q2 | $5.04M | Buy |
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|
2021
Q1 | $4.37M | Buy |
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|
2020
Q4 | $3.81M | Buy |
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|
2020
Q3 | $2.88M | Buy |
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|
2020
Q2 | $2.27M | Sell |
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|
2020
Q1 | $2.1M | Buy |
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|
2019
Q4 | $1.84M | Buy |
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|
2019
Q3 | $1.69M | Sell |
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|
2019
Q2 | $1.69M | Buy |
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|
2019
Q1 | $1.58M | Sell |
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|
2018
Q4 | $1.41M | Buy |
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|
2018
Q3 | $1.65M | Sell |
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|
2018
Q2 | $1.57M | Sell |
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|
2018
Q1 | $1.56M | Sell |
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|
2017
Q4 | $2.16M | Sell |
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|
2017
Q3 | $2.54M | Sell |
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|
2017
Q2 | $2.83M | Sell |
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|
2017
Q1 | $6M | Hold |
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|
2016
Q4 | $6M | Sell |
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|
2016
Q3 | $8.27M | Sell |
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|
2016
Q2 | $10.4M | Sell |
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|
2016
Q1 | $11.3M | Sell |
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|
2015
Q4 | $11.3M | Sell |
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|
2015
Q3 | $10.7M | Sell |
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|
2015
Q2 | $11.7M | Sell |
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|
2015
Q1 | $12.2M | Buy |
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|
2014
Q4 | $11.9M | Sell |
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|
2014
Q3 | $11.6M | Sell |
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|
2014
Q2 | $12.2M | Sell |
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|
2014
Q1 | $14.2M | Sell |
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|
2013
Q4 | $17.2M | Sell |
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|
2013
Q3 | $16.4M | Buy |
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|
2013
Q2 | $15.4M | Buy |
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