de Linscomb Wealth Vanguard Morningstar Total Stock Market ETF VTI Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 48.7 M | Vender |
131,648
-9,011
| -6% | -USD 3.22 M | 2.11% | 7 |
|
|
2026
Q1 | USD 45.1 M | Vender |
140,659
-10,500
| -7% | -USD 3.52 M | 2.01% | 8 |
|
|
2025
Q4 | USD 50.7 M | Vender |
151,159
-557
| -0.4% | -USD 185 k | 2.13% | 8 |
|
|
2025
Q3 | USD 49.8 M | Vender |
151,716
-992
| -0.6% | -USD 313 k | 2.14% | 8 |
|
|
2025
Q2 | USD 46.4 M | Vender |
152,708
-5,636
| -4% | -USD 1.59 M | 2.13% | 8 |
|
|
2025
Q1 | USD 43.5 M | Vender |
158,344
-1,828
| -1% | -USD 531 k | 2.17% | 8 |
|
|
2024
Q4 | USD 46.4 M | Vender |
160,172
-1,576
| -1% | -USD 460 k | 2.31% | 8 |
|
|
2024
Q3 | USD 45.8 M | Vender |
161,748
-3,036
| -2% | -USD 828 k | 2.27% | 9 |
|
|
2024
Q2 | USD 44.1 M | Vender |
164,784
-1,289
| -0.8% | -USD 334 k | 2.28% | 9 |
|
|
2024
Q1 | USD 43.2 M | Vender |
166,073
-8,931
| -5% | -USD 2.21 M | 2.22% | 9 |
|
|
2023
Q4 | USD 41.5 M | Vender |
175,004
-2,446
| -1% | -USD 541 k | 2.29% | 9 |
|
|
2023
Q3 | USD 37.7 M | Vender |
177,450
-24,786
| -12% | -USD 5.49 M | 2.2% | 9 |
|
|
2023
Q2 | USD 44.5 M | Vender |
202,236
-62,881
| -24% | -USD 13.1 M | 2.4% | 8 |
|
|
2023
Q1 | USD 54.1 M | Vender |
265,117
-7,064
| -3% | -USD 1.41 M | 2.84% | 7 |
|
|
2022
Q4 | USD 52 M | Comprar |
272,181
+2,333
| +0.9% | +USD 450 k | 2.64% | 8 |
|
|
2022
Q3 | USD 48.4 M | Vender |
269,848
-1,016
| -0.4% | -USD 202 k | 2.94% | 7 |
|
|
2022
Q2 | USD 51.1 M | Vender |
270,864
-5,327
| -2% | -USD 1.09 M | 2.93% | 7 |
|
|
2022
Q1 | USD 62.9 M | Vender |
276,191
-742
| -0.3% | -USD 167 k | 3% | 8 |
|
|
2021
Q4 | USD 66.9 M | Vender |
276,933
-2,449
| -0.9% | -USD 578 k | 3.19% | 6 |
|
|
2021
Q3 | USD 62 M | Vender |
279,382
-3,478
| -1% | -USD 793 k | 3.2% | 6 |
|
|
2021
Q2 | USD 63 M | Vender |
282,860
-13,086
| -4% | -USD 2.84 M | 3.23% | 6 |
|
|
2021
Q1 | USD 61.2 M | Vender |
295,946
-1,549
| -0.5% | -USD 313 k | 3.33% | 6 |
|
|
2020
Q4 | USD 57.9 M | Vender |
297,495
-4,688
| -2% | -USD 857 k | 3.46% | 7 |
|
|
2020
Q3 | USD 51.5 M | Vender |
302,183
-145
| -0% | -USD 24.4 k | 3.54% | 7 |
|
|
2020
Q2 | USD 47.3 M | Comprar |
302,328
+1,445
| +0.5% | +USD 213 k | 3.46% | 7 |
|
|
2020
Q1 | USD 38.8 M | Vender |
300,883
-3,175
| -1% | -USD 491 k | 3.43% | 6 |
|
|
2019
Q4 | USD 49.8 M | Vender |
304,058
-1,541
| -0.5% | -USD 241 k | 3.25% | 7 |
|
|
2019
Q3 | USD 46.1 M | Vender |
305,599
-2,351
| -0.8% | -USD 354 k | 3.71% | 7 |
|
|
2019
Q2 | USD 46.2 M | Vender |
307,950
-2,480
| -0.8% | -USD 365 k | 3.79% | 7 |
|
|
2019
Q1 | USD 44.9 M | Vender |
310,430
-3,248
| -1% | -USD 453 k | 3.78% | 7 |
|
|
2018
Q4 | USD 40 M | Vender |
313,678
-6,784
| -2% | -USD 937 k | 3.79% | 8 |
|
|
2018
Q3 | USD 48 M | Vender |
320,462
-4,458
| -1% | -USD 656 k | 3.94% | 7 |
|
|
2018
Q2 | USD 45.6 M | Vender |
324,920
-2,763
| -0.8% | -USD 385 k | 3.88% | 7 |
|
|
2018
Q1 | USD 44.5 M | Vender |
327,683
-3,152
| -1% | -USD 442 k | 3.78% | 7 |
|
|
2017
Q4 | USD 45.4 M | Vender |
330,835
-8,136
| -2% | -USD 1.09 M | 3.73% | 7 |
|
|
2017
Q3 | USD 43.9 M | Vender |
338,971
-1,529
| -0.4% | -USD 194 k | 3.77% | 7 |
|
|
2017
Q2 | USD 42.4 M | Vender |
340,500
-766
| -0.2% | -USD 94.4 k | 3.79% | 7 |
|
|
2017
Q1 | USD 41.4 M | Vender |
341,266
-1,356
| -0.4% | -USD 162 k | 3.75% | 7 |
|
|
2016
Q4 | USD 39.5 M | Vender |
342,622
-154
| -0% | -USD 17.3 k | 3.68% | 7 |
|
|
2016
Q3 | USD 38.2 M | Vender |
342,776
-880
| -0.3% | -USD 97.6 k | 3.71% | 7 |
|
|
2016
Q2 | USD 36.8 M | Vender |
343,656
-719
| -0.2% | -USD 76.2 k | 3.71% | 7 |
|
|
2016
Q1 | USD 36.1 M | Vender |
344,375
-12,164
| -3% | -USD 1.21 M | 3.91% | 7 |
|
|
2015
Q4 | USD 37.2 M | Vender |
356,539
-2,125
| -0.6% | -USD 224 k | 4.21% | 7 |
|
|
2015
Q3 | USD 35.4 M | Vender |
358,664
-3,451
| -1% | -USD 362 k | 4.16% | 7 |
|
|
2015
Q2 | USD 38.8 M | Comprar |
362,115
+876
| +0.2% | +USD 95.6 k | 4.23% | 7 |
|
|
2015
Q1 | USD 38.7 M | Vender |
361,239
-3,043
| -0.8% | -USD 325 k | 4.16% | 7 |
|
|
2014
Q4 | USD 38.6 M | Vender |
364,282
-10,725
| -3% | -USD 1.11 M | 4.27% | 6 |
|
|
2014
Q3 | USD 38 M | Vender |
375,007
-37,032
| -9% | -USD 3.79 M | 4.19% | 6 |
|
|
2014
Q2 | USD 41.9 M | Vender |
412,039
-2,063
| -0.5% | -USD 203 k | 4.43% | 6 |
|
|
2014
Q1 | USD 40.4 M | Vender |
414,102
-1,743
| -0.4% | -USD 167 k | 4.45% | 6 |
|
|
2013
Q4 | USD 39.9 M | Vender |
415,845
-4,893
| -1% | -USD 450 k | 4.89% | 6 |
|
|
2013
Q3 | USD 36.9 M | Vender |
420,738
-3,320
| -0.8% | -USD 289 k | 4.84% | 7 |
|
|
2013
Q2 | USD 35.1 M | Comprar |
+424,058
| Nuevas | +USD 35.2 M | 4.79% | 6 |
|
Otros fondos que tienen VTI en su cartera
Posición de Linscomb Wealth en VTI: resumen de T2 2026
Linscomb Wealth redujo su participación en Vanguard Morningstar Total Stock Market ETF (VTI) en 6.4% durante T2 2026, al vender acciones por un valor estimado de USD 3.22 M, y conservó 131,648 acciones valuadas en USD 48.7 M. La posición representa 2.11% de la cartera y ocupa el puesto #7.
Linscomb Wealth reportó por primera vez una posición en VTI en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. La posición alcanzó su máximo de USD 66.9 M en T4 2021. Al cierre de T2 2026, 3,699 fondos que sigue Wall St. Rank mantienen una posición en VTI.
- Al cierre de T2 2026, Linscomb Wealth tenía 131,648 acciones de Vanguard Morningstar Total Stock Market ETF con un valor de USD 48.7 M.
- Linscomb Wealth vendió 9,011 acciones de Vanguard Morningstar Total Stock Market ETF en T2 2026, por un valor estimado de USD 3.22 M.
- Vanguard Morningstar Total Stock Market ETF representó 2.11% de la cartera de Linscomb Wealth en T2 2026 y fue su posición número 7.
- Linscomb Wealth reportó por primera vez una posición en Vanguard Morningstar Total Stock Market ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- La posición de Linscomb Wealth en Vanguard Morningstar Total Stock Market ETF alcanzó su máximo de USD 66.9 M en T4 2021.
- Al cierre de T2 2026, 3,699 fondos que sigue Wall St. Rank tenían Vanguard Morningstar Total Stock Market ETF en cartera.
Según el Informe 13F de Linscomb Wealth correspondiente a T2 2026, presentado el 31 jul 2026.