Legacy Financial Group (Oklahoma)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
2,627
+1,645
| +168% | +$500K | 0.24% | 40 |
|
|
2025
Q1 | $270K | Sell |
982
-43
| -4% | -$11.8K | 0.09% | 68 |
|
|
2024
Q4 | $297K | Hold |
1,025
| – | – | 0.1% | 69 |
|
|
2024
Q3 | $288K | Sell |
1,025
-18
| -2% | -$5.06K | 0.1% | 65 |
|
|
2024
Q2 | $279K | Buy |
1,043
+1
| +0.1% | +$268 | 0.11% | 58 |
|
|
2024
Q1 | $271K | Buy |
1,042
+10
| +1% | +$2.6K | 0.11% | 59 |
|
|
2023
Q4 | $245K | Sell |
1,032
-15
| -1% | -$3.56K | 0.11% | 62 |
|
|
2023
Q3 | $222K | Buy |
1,047
+24
| +2% | +$5.1K | 0.11% | 65 |
|
|
2023
Q2 | $225K | Buy |
1,023
+12
| +1% | +$2.64K | 0.11% | 65 |
|
|
2023
Q1 | $206K | Buy |
+1,011
| New | +$206K | 0.11% | 60 |
|