Lehman & Derafelo Financial Resources’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $372K | Buy |
1,948
+600
| +45% | +$115K | 0.11% | 72 |
|
|
2022
Q3 | $242K | Buy |
1,348
+190
| +16% | +$34.1K | 0.08% | 84 |
|
|
2022
Q2 | $218K | Sell |
1,158
-520
| -31% | -$97.9K | 0.07% | 96 |
|
|
2022
Q1 | $382K | Buy |
1,678
+119
| +8% | +$27.1K | 0.11% | 77 |
|
|
2021
Q4 | $376K | Hold |
1,559
| – | – | 0.11% | 73 |
|
|
2021
Q3 | $346K | Sell |
1,559
-12
| -0.8% | -$2.66K | 0.11% | 74 |
|
|
2021
Q2 | $350K | Hold |
1,571
| – | – | 0.1% | 85 |
|
|
2021
Q1 | $325K | Buy |
1,571
+520
| +49% | +$108K | 0.09% | 87 |
|
|
2020
Q4 | $205K | Hold |
1,051
| – | – | 0.06% | 118 |
|
|
2020
Q3 | $179K | Hold |
1,051
| – | – | 0.06% | 105 |
|
|
2020
Q2 | $165K | Sell |
1,051
-12
| -1% | -$1.88K | 0.06% | 98 |
|
|
2020
Q1 | $137K | Buy |
1,063
+505
| +91% | +$65.1K | 0.06% | 94 |
|
|
2019
Q4 | $91K | Buy |
+558
| New | +$91K | 0.03% | 119 |
|