Lyell Wealth Management’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
Q3 | $546K | Hold |
|
|||||
|
2025
Q2 | $505K | Sell |
|
|||||
|
2025
Q1 | $540K | Hold |
|
|||||
|
2024
Q4 | $569K | Sell |
|
|||||
|
2024
Q3 | $558K | Hold |
|
|||||
|
2024
Q2 | $527K | Sell |
|
|||||
|
2024
Q1 | $514K | Hold |
|
|||||
|
2023
Q4 | $469K | Hold |
|
|||||
|
2023
Q3 | $420K | Sell |
|
|||||
|
2023
Q2 | $505K | Sell |
|
|||||
|
2023
Q1 | $547K | Buy |
|
|||||
|
2022
Q4 | $440K | Hold |
|
|||||
|
2022
Q3 | $413K | Buy |
|
|||||
|
2022
Q2 | $409K | Buy |
|
|||||
|
2022
Q1 | $409K | Sell |
|
|||||
|
2021
Q4 | $458K | Buy |
|
|||||
|
2021
Q3 | $350K | Sell |
|
|||||
|
2021
Q2 | $371K | Hold |
|
|||||
|
2021
Q1 | $344K | Sell |
|
|||||
|
2020
Q4 | $344K | Sell |
|
|||||
|
2020
Q3 | $755K | Sell |
|
|||||
|
2020
Q2 | $744K | Buy |
|
|||||
|
2020
Q1 | $570K | Buy |
|
|||||
|
2019
Q4 | $683K | Buy |
|
|||||
|
2019
Q3 | $590K | Buy |
|
|||||
|
2019
Q2 | $584K | Buy |
|
|||||
|
2019
Q1 | $563K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $241K | Sell |
|
|||||
|
2017
Q3 | $283K | Sell |
|
|||||
|
2017
Q2 | $360K | Sell |
|
|||||
|
2017
Q1 | $412K | Sell |
|
|||||
|
2016
Q4 | $437K | Buy |
|