LCM Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,310
| Closed | -$340K | – | 95 |
|
|
2024
Q1 | $340K | Hold |
1,310
| – | – | 0.22% | 61 |
|
|
2023
Q4 | $311K | Sell |
1,310
-144
| -10% | -$34.2K | 0.22% | 63 |
|
|
2023
Q3 | $309K | Sell |
1,454
-229
| -14% | -$48.6K | 0.25% | 61 |
|
|
2023
Q2 | $371K | Buy |
1,683
+373
| +28% | +$82.2K | 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% | -$10K | 0.24% | 65 |
|
|
2021
Q1 | $280K | Buy |
1,355
+45
| +3% | +$9.3K | 0.25% | 64 |
|
|
2020
Q4 | $255K | Buy |
+1,310
| New | +$255K | 0.24% | 61 |
|