Lynch & Associates’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 | $472K | Buy |
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|
2025
Q2 | $437K | Sell |
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|
2025
Q1 | $436K | Buy |
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|
2024
Q4 | $415K | Hold |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $382K | Hold |
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|
2024
Q1 | $371K | Hold |
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|
2023
Q4 | $339K | Hold |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $315K | Hold |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $235K | Hold |
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|
2020
Q3 | $205K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $202K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $213K | Hold |
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|
2014
Q2 | $214K | Hold |
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|
2014
Q1 | $205K | Hold |
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|
2013
Q4 | $201K | Sell |
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|
2013
Q3 | $307K | Hold |
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|
2013
Q2 | $289K | Buy |
|