LIA
LBMC Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Hold |
2,894
| – | – | 0.06% | 95 |
|
|
2025
Q1 | $795K | Buy |
2,894
+2
| +0.1% | +$550 | 0.06% | 91 |
|
|
2024
Q4 | $838K | Sell |
2,892
-34
| -1% | -$9.86K | 0.07% | 86 |
|
|
2024
Q3 | $829K | Buy |
2,926
+953
| +48% | +$270K | 0.07% | 84 |
|
|
2024
Q2 | $528K | Buy |
1,973
+1,003
| +103% | +$268K | 0.05% | 103 |
|
|
2024
Q1 | $252K | Buy |
970
+2
| +0.2% | +$520 | 0.02% | 152 |
|
|
2023
Q4 | $230K | Buy |
968
+2
| +0.2% | +$475 | 0.02% | 150 |
|
|
2023
Q3 | $202K | Buy |
966
+1
| +0.1% | +$209 | 0.02% | 155 |
|
|
2023
Q2 | $212K | Buy |
+965
| New | +$212K | 0.02% | 158 |
|
|
2022
Q3 | – | Sell |
-1,118
| Closed | -$211K | – | 164 |
|
|
2022
Q2 | $211K | Sell |
1,118
-65,720
| -98% | -$12.4M | 0.02% | 147 |
|
|
2022
Q1 | $15.2M | Buy |
66,838
+1,777
| +3% | +$405K | 1.35% | 10 |
|
|
2021
Q4 | $15.7M | Buy |
65,061
+7,050
| +12% | +$1.7M | 1.36% | 10 |
|
|
2021
Q3 | $14.7K | Sell |
58,011
-8,186
| -12% | -$2.07K | 1.37% | 10 |
|
|
2021
Q2 | $14.8M | Buy |
66,197
+163
| +0.2% | +$36.3K | 1.4% | 11 |
|
|
2021
Q1 | $13.6M | Buy |
66,034
+1
| +0% | +$207 | 1.44% | 11 |
|
|
2020
Q4 | $12.9M | Buy |
66,033
+4
| +0% | +$779 | 1.51% | 11 |
|
|
2020
Q3 | $11.2M | Buy |
+66,029
| New | +$11.2M | 1.56% | 11 |
|