Vanguard Total Stock Market ETF shares owned by Lee Financial
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.7M | 10k | 268.08 |
| 2024-03-31 | $2.4M | 9.1k | 259.90 |
| 2023-12-31 | $1.4M | 5.9k | 237.22 |
| 2023-09-30 | $372k | 1.7k | 212.41 |
| 2023-06-30 | $393k | 1.8k | 220.28 |
| 2023-03-31 | $375k | 1.8k | 204.15 |
| 2022-12-31 | $391k | 2.0k | 191.23 |
| 2022-09-30 | $367k | 2.0k | 179.64 |
| 2022-06-30 | $373k | 2.0k | 188.48 |
| 2022-03-31 | $450k | 2.0k | 227.50 |
| 2021-12-31 | $492k | 2.0k | 241.53 |
| 2021-09-30 | $451k | 2.0k | 221.95 |
| 2021-06-30 | $450k | 2.0k | 222.88 |
| 2021-03-31 | $389k | 1.9k | 206.48 |
| 2020-12-31 | $608k | 3.1k | 194.68 |
| 2020-09-30 | $532k | 3.1k | 170.24 |
| 2020-06-30 | $493k | 3.2k | 156.51 |
| 2020-03-31 | $406k | 3.1k | 128.93 |
| 2019-12-31 | $515k | 3.1k | 163.54 |
| 2019-09-30 | $478k | 3.2k | 150.84 |
| 2019-06-30 | $476k | 3.2k | 150.21 |
| 2019-03-31 | $477k | 3.3k | 144.76 |
| 2018-12-31 | $341k | 2.7k | 127.72 |
| 2018-09-30 | $400k | 2.7k | 149.81 |
| 2018-06-30 | $375k | 2.7k | 140.45 |
| 2018-03-31 | $362k | 2.7k | 135.58 |
| 2017-12-31 | $366k | 2.7k | 137.08 |
| 2017-09-30 | $20k | 155 | 129.03 |
| 2017-06-30 | $19k | 155 | 122.58 |
| 2017-03-31 | $19k | 155 | 122.58 |
| 2016-12-31 | $18k | 155 | 116.13 |
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