Lucia Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.38M | Buy |
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|
2020
Q2 | $3.78M | Buy |
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|
2020
Q1 | $2.89M | Buy |
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|
2019
Q4 | $3.63M | Buy |
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|
2019
Q3 | $2.93M | Buy |
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|
2019
Q2 | $2.78M | Buy |
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|
2019
Q1 | $2.62M | Buy |
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|
2018
Q4 | $2.14M | Buy |
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|
2018
Q3 | $1.69M | Buy |
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|
2018
Q2 | $1.43M | Buy |
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|
2018
Q1 | $1.09M | Buy |
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|
2017
Q4 | $511K | Buy |
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