LA
Legacy 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 | – | Sell |
-12,972
| Closed | -$3.57M | – | 400 |
|
|
2025
Q1 | $3.57M | Buy |
12,972
+10,297
| +385% | +$2.83M | 0.37% | 56 |
|
|
2024
Q4 | $775K | Buy |
2,675
+1,161
| +77% | +$336K | 0.08% | 199 |
|
|
2024
Q3 | $430K | Hold |
1,514
| – | – | 0.05% | 255 |
|
|
2024
Q2 | $406K | Hold |
1,514
| – | – | 0.05% | 222 |
|
|
2024
Q1 | $393K | Sell |
1,514
-3,435
| -69% | -$893K | 0.05% | 228 |
|
|
2023
Q4 | $1.17M | Buy |
4,949
+358
| +8% | +$84.9K | 0.15% | 115 |
|
|
2023
Q3 | $975K | Buy |
4,591
+442
| +11% | +$93.9K | 0.16% | 125 |
|
|
2023
Q2 | $914K | Hold |
4,149
| – | – | 0.14% | 124 |
|
|
2023
Q1 | $847K | Hold |
4,149
| – | – | 0.16% | 109 |
|
|
2022
Q4 | $793K | Hold |
4,149
| – | – | 0.15% | 109 |
|
|
2022
Q3 | $745K | Hold |
4,149
| – | – | 0.16% | 92 |
|
|
2022
Q2 | $783K | Hold |
4,149
| – | – | 0.16% | 87 |
|
|
2022
Q1 | $945K | Sell |
4,149
-3,815
| -48% | -$869K | 0.18% | 80 |
|
|
2021
Q4 | $1.92M | Hold |
7,964
| – | – | 0.71% | 29 |
|
|
2021
Q3 | $1.77M | Buy |
7,964
+400
| +5% | +$88.8K | 0.71% | 28 |
|
|
2021
Q2 | $1.69M | Buy |
7,564
+1,455
| +24% | +$324K | 0.68% | 30 |
|
|
2021
Q1 | $1.26M | Hold |
6,109
| – | – | 0.56% | 32 |
|
|
2020
Q4 | $1.19M | Sell |
6,109
-4,318
| -41% | -$840K | 0.68% | 31 |
|
|
2020
Q3 | $1.78M | Buy |
10,427
+4,318
| +71% | +$735K | 1.17% | 20 |
|
|
2020
Q2 | $956K | Hold |
6,109
| – | – | 0.76% | 30 |
|
|
2020
Q1 | $788K | Hold |
6,109
| – | – | 0.79% | 31 |
|
|
2019
Q4 | $1M | Sell |
6,109
-2,093
| -26% | -$343K | 0.63% | 37 |
|
|
2019
Q3 | $1.24M | Buy |
8,202
+7,660
| +1,413% | +$1.16M | 0.93% | 30 |
|
|
2019
Q2 | $81K | Hold |
542
| – | – | 0.05% | 171 |
|
|
2019
Q1 | $78K | Buy |
+542
| New | +$78K | 0.03% | 178 |
|
|
2018
Q4 | – | Sell |
-542
| Closed | -$81K | – | 390 |
|
|
2018
Q3 | $81K | Hold |
542
| – | – | 0.04% | 193 |
|
|
2018
Q2 | $76K | Hold |
542
| – | – | 0.06% | 149 |
|
|
2018
Q1 | $74K | Hold |
542
| – | – | 0.05% | 133 |
|
|
2017
Q4 | $74K | Hold |
542
| – | – | 0.07% | 101 |
|
|
2017
Q3 | $70K | Hold |
542
| – | – | 0.08% | 86 |
|
|
2017
Q2 | $67K | Hold |
542
| – | – | 0.09% | 83 |
|
|
2017
Q1 | $65K | Hold |
542
| – | – | 0.09% | 84 |
|
|
2016
Q4 | $62K | Buy |
+542
| New | +$62K | 0.08% | 90 |
|