Landmark Financial Advisors’s Vanguard Morningstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
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 |
|
Other funds holding VTI
RIM
WI
Landmark Financial Advisors's VTI Position: Q4 2023 in Review
Landmark Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q4 2023, buying an estimated $11.5K and bringing the position to 1,695 shares worth $402K. The position accounts for 0.14% of the portfolio, ranked #64.
Landmark Financial Advisors first reported a position in VTI in Q4 2014 and has held it in 37 quarters since. The position peaked at $1.9M in Q3 2019. 2,683 funds tracked by Wall St. Rank hold VTI as of Q4 2023.
- Landmark Financial Advisors held 1,695 shares of Vanguard Morningstar Total Stock Market ETF worth $402K as of Q4 2023.
- Landmark Financial Advisors bought 52 Vanguard Morningstar Total Stock Market ETF shares in Q4 2023, an estimated $11.5K.
- Vanguard Morningstar Total Stock Market ETF made up 0.14% of Landmark Financial Advisors's portfolio in Q4 2023, its #64 holding.
- Landmark Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 37 quarters since.
- Landmark Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.9M in Q3 2019.
- 2,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2023.
Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.