Landmark Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Landmark Financial Advisors’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$402K	Buy	1,695 +52	+3%	+$11.5K	0.14%	64
2023 Q3	$349K	Sell	1,643 -95	-5%	-$21K	0.14%	67
2023 Q2	$383K	Sell	1,738 -225	-11%	-$46.9K	0.16%	65
2023 Q1	$401K	Sell	1,963 -456	-19%	-$91.3K	0.18%	63
2022 Q4	$463K	Buy	2,419 +396	+20%	+$76.3K	0.21%	58
2022 Q3	$363K	Sell	2,023 -30	-1%	-$5.98K	0.19%	61
2022 Q2	$387K	Sell	2,053 -150	-7%	-$30.8K	0.19%	59
2022 Q1	$475K	Sell	2,203 -510	-19%	-$115K	0.23%	54
2021 Q4	$655K	Sell	2,713 -1,370	-34%	-$323K	0.29%	49
2021 Q3	$844K	Sell	4,083 -505	-11%	-$115K	0.46%	31
2021 Q2	$1.02M	Buy	4,588 +505	+12%	+$110K	0.49%	30
2021 Q1	$844K	Sell	4,083 -3,145	-44%	-$636K	0.45%	31
2020 Q4	$1.43M	Sell	7,228 -600	-8%	-$110K	0.81%	23
2020 Q3	$1.36M	Sell	7,828 -100	-1%	-$16.8K	0.86%	24
2020 Q2	$1.27M	Sell	7,928 -379	-5%	-$55.9K	0.83%	25
2020 Q1	$1.18M	Sell	8,307 -2	-0%	-$309	0.81%	25
2019 Q4	$1.4M	Sell	8,309 -4,290	-34%	-$672K	0.82%	24
2019 Q3	$1.9M	Hold	12,599	–	–	1.18%	18
2019 Q2	$1.89M	Hold	12,599	–	–	1.16%	19
2019 Q1	$1.82M	Hold	12,599	–	–	1.2%	19
2018 Q4	$1.61M	Hold	12,599	–	–	1.05%	21
2018 Q3	$1.89M	Buy	12,599 +7,757	+160%	+$1.14M	1.12%	20
2018 Q2	$679K	Hold	4,842	–	–	0.42%	30
2018 Q1	$657K	Sell	4,842 -82	-2%	-$11.5K	0.41%	30
2017 Q4	$675K	Buy	4,924 +352	+8%	+$47.1K	0.43%	29
2017 Q3	$592K	Buy	4,572 +82	+2%	+$10.4K	0.4%	29
2017 Q2	$558K	Hold	4,490	–	–	0.4%	29
2017 Q1	$545K	Hold	4,490	–	–	0.41%	31
2016 Q4	$518K	Sell	4,490 -321	-7%	-$36.1K	0.41%	32
2016 Q3	$536K	Hold	4,811	–	–	0.46%	34
2016 Q2	$515K	Sell	4,811 -1,500	-24%	-$159K	0.48%	34
2016 Q1	$661K	Hold	6,311	–	–	0.67%	28
2015 Q4	$658K	Hold	6,311	–	–	0.69%	28
2015 Q3	$623K	Hold	6,311	–	–	0.69%	25
2015 Q2	$675K	Hold	6,311	–	–	0.7%	24
2015 Q1	$677K	Hold	6,311	–	–	0.71%	24
2014 Q4	$676K	Buy	+6,311	New	+$653K	0.7%	25