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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$402K Buy
1,695
+52
+3% +$12.3K 0.14% 64
2023
Q3
$349K Sell
1,643
-95
-5% -$20.2K 0.14% 67
2023
Q2
$383K Sell
1,738
-225
-11% -$49.6K 0.16% 65
2023
Q1
$401K Sell
1,963
-456
-19% -$93.1K 0.18% 63
2022
Q4
$463K Buy
2,419
+396
+20% +$75.7K 0.21% 58
2022
Q3
$363K Sell
2,023
-30
-1% -$5.38K 0.19% 61
2022
Q2
$387K Sell
2,053
-150
-7% -$28.3K 0.19% 59
2022
Q1
$475K Sell
2,203
-510
-19% -$110K 0.23% 54
2021
Q4
$655K Sell
2,713
-1,370
-34% -$331K 0.29% 49
2021
Q3
$844K Sell
4,083
-505
-11% -$104K 0.46% 31
2021
Q2
$1.02M Buy
4,588
+505
+12% +$112K 0.49% 30
2021
Q1
$844K Sell
4,083
-3,145
-44% -$650K 0.45% 31
2020
Q4
$1.43M Sell
7,228
-600
-8% -$119K 0.81% 23
2020
Q3
$1.36M Sell
7,828
-100
-1% -$17.3K 0.86% 24
2020
Q2
$1.27M Sell
7,928
-379
-5% -$60.9K 0.83% 25
2020
Q1
$1.18M Sell
8,307
-2
-0% -$284 0.81% 25
2019
Q4
$1.4M Sell
8,309
-4,290
-34% -$724K 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% +$1.16M 1.12% 20
2018
Q2
$679K Hold
4,842
0.42% 30
2018
Q1
$657K Sell
4,842
-82
-2% -$11.1K 0.41% 30
2017
Q4
$675K Buy
4,924
+352
+8% +$48.3K 0.43% 29
2017
Q3
$592K Buy
4,572
+82
+2% +$10.6K 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% -$37K 0.41% 32
2016
Q3
$536K Hold
4,811
0.46% 34
2016
Q2
$515K Sell
4,811
-1,500
-24% -$161K 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 +$676K 0.7% 25