LGA
Lebenthal Global 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 | $11.8M | Sell |
38,940
-4,366
| -10% | -$1.33M | 2.21% | 12 |
|
|
2025
Q1 | $11.9M | Buy |
43,306
+22,502
| +108% | +$6.18M | 2.23% | 13 |
|
|
2024
Q4 | $6.03M | Buy |
20,804
+5,592
| +37% | +$1.62M | 1.1% | 19 |
|
|
2024
Q3 | $4.31M | Sell |
15,212
-2,848
| -16% | -$806K | 0.87% | 20 |
|
|
2024
Q2 | $4.83M | Buy |
18,060
+357
| +2% | +$95.5K | 1.06% | 17 |
|
|
2024
Q1 | $4.6M | Sell |
17,703
-469
| -3% | -$122K | 1.02% | 17 |
|
|
2023
Q4 | $4.31M | Buy |
18,172
+8,684
| +92% | +$2.06M | 1% | 18 |
|
|
2023
Q3 | $2.02M | Buy |
9,488
+298
| +3% | +$63.3K | 0.61% | 26 |
|
|
2023
Q2 | $2.02M | Sell |
9,190
-516
| -5% | -$114K | 0.59% | 20 |
|
|
2023
Q1 | $1.98M | Sell |
9,706
-817
| -8% | -$167K | 0.61% | 19 |
|
|
2022
Q4 | $2.01M | Buy |
10,523
+8,322
| +378% | +$1.59M | 0.66% | 19 |
|
|
2022
Q3 | $395K | Sell |
2,201
-1,120
| -34% | -$201K | 0.18% | 73 |
|
|
2022
Q2 | $626K | Buy |
3,321
+211
| +7% | +$39.8K | 0.3% | 46 |
|
|
2022
Q1 | $708K | Buy |
+3,110
| New | +$708K | 0.3% | 53 |
|