Joseph P. Lucia & Associates’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
Q3 | $248K | Buy |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $19K | Hold |
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|
2019
Q2 | $19K | Sell |
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|
2019
Q1 | $126 | Buy |
|