Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $376K | Hold |
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $350K | Hold |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $205K | Hold |
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|
2020
Q3 | $179K | Hold |
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|
2020
Q2 | $165K | Sell |
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|
2020
Q1 | $137K | Buy |
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|
2019
Q4 | $91K | Buy |
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