LCM Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

LCM Capital Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,310	Closed	-$340K	–	96
2024 Q1	$340K	Hold	1,310	–	–	0.22%	61
2023 Q4	$311K	Sell	1,310 -144	-10%	-$31.8K	0.22%	63
2023 Q3	$309K	Sell	1,454 -229	-14%	-$50.7K	0.25%	61
2023 Q2	$371K	Buy	1,683 +373	+28%	+$77.8K	0.3%	51
2023 Q1	$267K	Hold	1,310	–	–	0.23%	65
2022 Q4	$250K	Hold	1,310	–	–	0.24%	63
2022 Q3	$235K	Hold	1,310	–	–	0.25%	64
2022 Q2	$247K	Hold	1,310	–	–	0.24%	65
2022 Q1	$298K	Hold	1,310	–	–	0.24%	64
2021 Q4	$316K	Hold	1,310	–	–	0.24%	65
2021 Q3	$291K	Hold	1,310	–	–	0.25%	66
2021 Q2	$292K	Sell	1,310 -45	-3%	-$9.77K	0.24%	65
2021 Q1	$280K	Buy	1,355 +45	+3%	+$9.11K	0.25%	64
2020 Q4	$255K	Buy	+1,310	New	+$239K	0.24%	61

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LCM Capital Management's VTI Position: Q2 2024 in Review

LCM Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 1,310 shares — an estimated $340K sold.

LCM Capital Management first reported a position in VTI in Q4 2020 and held it in 14 quarters. The position peaked at $371K in Q2 2023. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

LCM Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
LCM Capital Management sold 1,310 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $340K.
LCM Capital Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and held it in 14 quarters.
LCM Capital Management's Vanguard Total Stock Market ETF position peaked at $371K in Q2 2023.
2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on LCM Capital Management's 13F filing for Q2 2024, filed 1 Aug 2024.