Lee Financial’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 | $3.38M | Buy |
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|
2025
Q2 | $3.09M | Buy |
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|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $2.95M | Buy |
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|
2024
Q3 | $2.83M | Sell |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $2.35M | Buy |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $391K | Hold |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $450K | Sell |
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|
2021
Q4 | $492K | Buy |
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|
2021
Q3 | $451K | Buy |
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|
2021
Q2 | $450K | Buy |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $608K | Sell |
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|
2020
Q3 | $532K | Sell |
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|
2020
Q2 | $493K | Buy |
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|
2020
Q1 | $406K | Hold |
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|
2019
Q4 | $515K | Sell |
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|
2019
Q3 | $478K | Hold |
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|
2019
Q2 | $476K | Sell |
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|
2019
Q1 | $477K | Buy |
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|
2018
Q4 | $341K | Hold |
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|
2018
Q3 | $400K | Hold |
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|
2018
Q2 | $375K | Hold |
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|
2018
Q1 | $362K | Hold |
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|
2017
Q4 | $366K | Buy |
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|
2017
Q3 | $20K | Hold |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $18K | Buy |
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