Lee, Danner & Bass’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 | $944K | Buy |
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|
2025
Q2 | $859K | Hold |
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|
2025
Q1 | $777K | Hold |
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|
2024
Q4 | $819K | Hold |
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|
2024
Q3 | $800K | Sell |
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|
2024
Q2 | $789K | Buy |
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|
2023
Q4 | $382K | Hold |
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $355K | Hold |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $311K | Hold |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $307K | Hold |
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|
2022
Q1 | $370K | Sell |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $378K | Sell |
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|
2021
Q2 | $384K | Buy |
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|
2021
Q1 | $336K | Sell |
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|
2020
Q4 | $322K | Hold |
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|
2020
Q3 | $281K | Hold |
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|
2020
Q2 | $259K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $259K | Buy |
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