LFA
Legacy Financial 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 | $5.06M | Buy |
16,634
+1,336
| +9% | +$406K | 0.79% | 23 |
|
|
2025
Q1 | $4.2M | Buy |
15,298
+2,129
| +16% | +$585K | 0.7% | 22 |
|
|
2024
Q4 | $3.82M | Sell |
13,169
-805
| -6% | -$233K | 0.63% | 27 |
|
|
2024
Q3 | $3.96M | Sell |
13,974
-1,485
| -10% | -$420K | 0.66% | 25 |
|
|
2024
Q2 | $4.14M | Buy |
15,459
+1,123
| +8% | +$300K | 0.74% | 23 |
|
|
2024
Q1 | $3.73M | Sell |
14,336
-1,337
| -9% | -$347K | 0.67% | 24 |
|
|
2023
Q4 | $3.72M | Sell |
15,673
-1,403
| -8% | -$333K | 0.71% | 21 |
|
|
2023
Q3 | $3.63M | Sell |
17,076
-2,535
| -13% | -$538K | 0.73% | 21 |
|
|
2023
Q2 | $4.32M | Sell |
19,611
-2,140
| -10% | -$471K | 0.81% | 20 |
|
|
2023
Q1 | $4.44M | Sell |
21,751
-1,981
| -8% | -$404K | 0.91% | 16 |
|
|
2022
Q4 | $4.54M | Buy |
23,732
+4,998
| +27% | +$956K | 0.98% | 16 |
|
|
2022
Q3 | $3.36M | Buy |
18,734
+15,487
| +477% | +$2.78M | 0.8% | 17 |
|
|
2022
Q2 | $612K | Buy |
3,247
+2,328
| +253% | +$439K | 0.15% | 72 |
|
|
2022
Q1 | $209K | Sell |
919
-19
| -2% | -$4.32K | 0.05% | 229 |
|
|
2021
Q4 | $226K | Sell |
938
-717
| -43% | -$173K | 0.05% | 189 |
|
|
2021
Q3 | $368K | Sell |
1,655
-224
| -12% | -$49.8K | 0.09% | 105 |
|
|
2021
Q2 | $419K | Buy |
+1,879
| New | +$419K | 0.11% | 88 |
|