JF
JSF Financial’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 | $384K | Hold |
1,264
| – | – | 0.09% | 92 |
|
|
2025
Q1 | $347K | Buy |
1,264
+2
| +0.2% | +$550 | 0.09% | 95 |
|
|
2024
Q4 | $366K | Buy |
1,262
+185
| +17% | +$53.6K | 0.1% | 95 |
|
|
2024
Q3 | $305K | Buy |
1,077
+229
| +27% | +$64.8K | 0.09% | 92 |
|
|
2024
Q2 | $227K | Hold |
848
| – | – | 0.07% | 102 |
|
|
2024
Q1 | $221K | Sell |
848
-35
| -4% | -$9.1K | 0.07% | 103 |
|
|
2023
Q4 | $210K | Buy |
+883
| New | +$210K | 0.07% | 101 |
|
|
2022
Q2 | – | Sell |
-1,035
| Closed | -$236K | – | 124 |
|
|
2022
Q1 | $236K | Buy |
1,035
+51
| +5% | +$11.6K | 0.1% | 98 |
|
|
2021
Q4 | $238K | Buy |
+984
| New | +$238K | 0.12% | 92 |
|