Lutz Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
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|
2025
Q1 | $972K | Hold |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $929K | Hold |
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|
2024
Q1 | $903K | Sell |
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|
2023
Q4 | $837K | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $978K | Hold |
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|
2022
Q4 | $916K | Sell |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $919K | Hold |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.05M | Hold |
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|
2021
Q3 | $969K | Hold |
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|
2021
Q2 | $973K | Sell |
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|
2021
Q1 | $959K | Sell |
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|
2020
Q4 | $1.44M | Buy |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.22M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $223K | Sell |
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|
2018
Q2 | $406K | Sell |
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|
2018
Q1 | $394K | Sell |
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|
2017
Q4 | $439K | Buy |
|