JPLA
Joseph P. Lucia & Associates’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 | $220K | Sell |
725
-75
| -9% | -$22.8K | 0.09% | 138 |
|
|
2025
Q1 | $220K | Buy |
800
+1
| +0.1% | +$275 | 0.1% | 125 |
|
|
2024
Q4 | $232K | Buy |
799
+1
| +0.1% | +$290 | 0.1% | 122 |
|
|
2024
Q3 | $226K | Buy |
798
+1
| +0.1% | +$283 | 0.1% | 118 |
|
|
2024
Q2 | $213K | Hold |
797
| – | – | 0.11% | 115 |
|
|
2024
Q1 | $207K | Buy |
+797
| New | +$207K | 0.11% | 116 |
|
|
2020
Q1 | – | Sell |
-126
| Closed | -$21K | – | 515 |
|
|
2019
Q4 | $21K | Hold |
126
| – | – | 0.02% | 240 |
|
|
2019
Q3 | $19K | Hold |
126
| – | – | 0.02% | 251 |
|
|
2019
Q2 | $19K | Sell |
126
-18,558
| -99% | -$2.8M | 0.02% | 252 |
|
|
2019
Q1 | $126 | Buy |
+18,684
| New | +$126 | 0.01% | 249 |
|