Lee Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lee Financial’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.09M	Buy	10,150 +50	+0.5%	+$15.2K	0.44%	23
2025 Q1	$2.78M	Sell	10,100 -74	-0.7%	-$20.3K	0.42%	21
2024 Q4	$2.95M	Buy	10,174 +184	+2%	+$53.3K	0.41%	23
2024 Q3	$2.83M	Sell	9,990 -34	-0.3%	-$9.65K	0.4%	23
2024 Q2	$2.69M	Buy	10,024 +963	+11%	+$258K	0.44%	23
2024 Q1	$2.35M	Buy	9,061 +3,114	+52%	+$809K	0.39%	25
2023 Q4	$1.41M	Buy	5,947 +4,198	+240%	+$996K	0.25%	45
2023 Q3	$372K	Sell	1,749 -36	-2%	-$7.65K	0.07%	103
2023 Q2	$393K	Sell	1,785 -50	-3%	-$11K	0.07%	95
2023 Q1	$375K	Sell	1,835 -208	-10%	-$42.5K	0.06%	97
2022 Q4	$391K	Hold	2,043	–	–	0.07%	108
2022 Q3	$367K	Buy	2,043 +64	+3%	+$11.5K	0.07%	108
2022 Q2	$373K	Buy	1,979 +1	+0.1%	+$188	0.07%	107
2022 Q1	$450K	Sell	1,978 -59	-3%	-$13.4K	0.08%	98
2021 Q4	$492K	Buy	2,037 +5	+0.2%	+$1.21K	0.09%	99
2021 Q3	$451K	Buy	2,032 +13	+0.6%	+$2.89K	0.09%	100
2021 Q2	$450K	Buy	2,019 +135	+7%	+$30.1K	0.1%	97
2021 Q1	$389K	Sell	1,884 -1,239	-40%	-$256K	0.09%	98
2020 Q4	$608K	Sell	3,123 -2	-0.1%	-$389	0.16%	76
2020 Q3	$532K	Sell	3,125 -25	-0.8%	-$4.26K	0.15%	80
2020 Q2	$493K	Buy	3,150 +1	+0%	+$157	0.14%	85
2020 Q1	$406K	Hold	3,149	–	–	0.13%	77
2019 Q4	$515K	Sell	3,149 -20	-0.6%	-$3.27K	0.11%	89
2019 Q3	$478K	Hold	3,169	–	–	0.11%	86
2019 Q2	$476K	Sell	3,169 -126	-4%	-$18.9K	0.11%	88
2019 Q1	$477K	Buy	3,295 +625	+23%	+$90.5K	0.11%	86
2018 Q4	$341K	Hold	2,670	–	–	0.09%	86
2018 Q3	$400K	Hold	2,670	–	–	0.1%	88
2018 Q2	$375K	Hold	2,670	–	–	0.09%	100
2018 Q1	$362K	Hold	2,670	–	–	0.09%	107
2017 Q4	$366K	Buy	2,670 +2,515	+1,623%	+$345K	0.11%	91
2017 Q3	$20K	Hold	155	–	–	0.01%	247
2017 Q2	$19K	Hold	155	–	–	0.01%	250
2017 Q1	$19K	Hold	155	–	–	0.01%	220
2016 Q4	$18K	Buy	+155	New	+$18K	0.01%	232