LIA
LBMC Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
16,076
-475
| -3% | -$61K | 0.15% | 60 |
|
|
2025
Q1 | $1.92M | Buy |
16,551
+383
| +2% | +$44.4K | 0.15% | 62 |
|
|
2024
Q4 | $1.9M | Sell |
16,168
-25
| -0.2% | -$2.94K | 0.15% | 57 |
|
|
2024
Q3 | $1.94M | Buy |
16,193
+120
| +0.7% | +$14.4K | 0.15% | 54 |
|
|
2024
Q2 | $1.81M | Buy |
16,073
+50
| +0.3% | +$5.63K | 0.16% | 56 |
|
|
2024
Q1 | $1.77M | Buy |
16,023
+398
| +3% | +$44K | 0.15% | 53 |
|
|
2023
Q4 | $1.61M | Buy |
15,625
+891
| +6% | +$91.7K | 0.15% | 47 |
|
|
2023
Q3 | $1.35M | Buy |
14,734
+276
| +2% | +$25.2K | 0.14% | 48 |
|
|
2023
Q2 | $1.4M | Buy |
14,458
+148
| +1% | +$14.4K | 0.14% | 48 |
|
|
2023
Q1 | $1.32M | Buy |
14,310
+66
| +0.5% | +$6.08K | 0.13% | 48 |
|
|
2022
Q4 | $1.23M | Buy |
14,244
+97
| +0.7% | +$8.36K | 0.13% | 45 |
|
|
2022
Q3 | $1.12M | Buy |
14,147
+69
| +0.5% | +$5.44K | 0.13% | 48 |
|
|
2022
Q2 | $1.2M | Buy |
14,078
+748
| +6% | +$63.8K | 0.13% | 46 |
|
|
2022
Q1 | $1.35M | Buy |
13,330
+3,278
| +33% | +$332K | 0.12% | 49 |
|
|
2021
Q4 | $1.08M | Sell |
10,052
-56,145
| -85% | -$6.03M | 0.09% | 58 |
|
|
2021
Q3 | $1K | Buy |
66,197
+57,258
| +641% | +$866 | 0.09% | 62 |
|
|
2021
Q2 | $926K | Buy |
8,939
+2,339
| +35% | +$242K | 0.09% | 64 |
|
|
2021
Q1 | $642K | Buy |
6,600
+840
| +15% | +$81.7K | 0.07% | 66 |
|
|
2020
Q4 | $533K | Sell |
5,760
-63
| -1% | -$5.83K | 0.06% | 70 |
|
|
2020
Q3 | $470K | Buy |
5,823
+1
| +0% | +$81 | 0.07% | 68 |
|
|
2020
Q2 | $435K | Sell |
5,822
-460
| -7% | -$34.4K | 0.07% | 63 |
|
|
2020
Q1 | $394K | Buy |
6,282
+2,674
| +74% | +$168K | 0.07% | 58 |
|
|
2019
Q4 | $292K | Sell |
3,608
-23
| -0.6% | -$1.86K | 0.04% | 77 |
|
|
2019
Q3 | $272K | Buy |
3,631
+20
| +0.6% | +$1.5K | 0.04% | 79 |
|
|
2019
Q2 | $271K | Buy |
3,611
+27
| +0.8% | +$2.03K | 0.04% | 81 |
|
|
2019
Q1 | $262K | Buy |
3,584
+4
| +0.1% | +$292 | 0.04% | 81 |
|
|
2018
Q4 | $234K | Buy |
3,580
+24
| +0.7% | +$1.57K | 0.04% | 79 |
|
|
2018
Q3 | $270K | Sell |
3,556
-141
| -4% | -$10.7K | 0.04% | 85 |
|
|
2018
Q2 | $271K | Buy |
+3,697
| New | +$271K | 0.04% | 85 |
|