LWM
LBA Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $304K | Buy |
2,505
+200
| +9% | +$24.3K | 0.16% | 87 |
|
|
2016
Q4 | $266K | Buy |
2,305
+25
| +1% | +$2.89K | 0.15% | 92 |
|
|
2016
Q3 | $254K | Buy |
2,280
+310
| +16% | +$34.5K | 0.14% | 98 |
|
|
2016
Q2 | $211K | Buy |
1,970
+1,085
| +123% | +$116K | 0.12% | 102 |
|
|
2016
Q1 | $93K | Buy |
885
+535
| +153% | +$56.2K | 0.05% | 157 |
|
|
2015
Q4 | $37K | Buy |
350
+50
| +17% | +$5.29K | 0.02% | 219 |
|
|
2015
Q3 | $30K | Buy |
+300
| New | +$30K | 0.02% | 206 |
|