LFS
Legacy Financial Strategies’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 | $17.5M | Buy |
57,533
+2,018
| +4% | +$613K | 3.43% | 8 |
|
|
2025
Q1 | $15.3M | Buy |
55,515
+1,136
| +2% | +$312K | 3.33% | 8 |
|
|
2024
Q4 | $15.7M | Sell |
54,379
-722
| -1% | -$209K | 3.39% | 8 |
|
|
2024
Q3 | $15.6M | Buy |
55,101
+1,505
| +3% | +$426K | 3.44% | 8 |
|
|
2024
Q2 | $14.5M | Sell |
53,596
-291
| -0.5% | -$78.8K | 3.49% | 8 |
|
|
2024
Q1 | $14M | Buy |
53,887
+491
| +0.9% | +$128K | 3.61% | 8 |
|
|
2023
Q4 | $12.7M | Buy |
53,396
+789
| +1% | +$187K | 3.61% | 8 |
|
|
2023
Q3 | $11.4M | Sell |
52,607
-816
| -2% | -$176K | 3.65% | 7 |
|
|
2023
Q2 | $11.8M | Buy |
53,423
+619
| +1% | +$136K | 3.93% | 7 |
|
|
2023
Q1 | $10.8M | Buy |
52,804
+823
| +2% | +$168K | 4% | 7 |
|
|
2022
Q4 | $9.94M | Buy |
51,981
+45
| +0.1% | +$8.6K | 4.11% | 7 |
|
|
2022
Q3 | $9.32M | Buy |
51,936
+1,198
| +2% | +$215K | 4.34% | 7 |
|
|
2022
Q2 | $9.57M | Buy |
50,738
+1,066
| +2% | +$201K | 4.72% | 5 |
|
|
2022
Q1 | $11.3M | Buy |
49,672
+2,210
| +5% | +$503K | 4.82% | 6 |
|
|
2021
Q4 | $11.5M | Sell |
47,462
-6,138
| -11% | -$1.48M | 4.95% | 6 |
|
|
2021
Q3 | $11.9M | Buy |
53,600
+333
| +0.6% | +$73.9K | 5.6% | 5 |
|
|
2021
Q2 | $11.9M | Buy |
53,267
+403
| +0.8% | +$89.8K | 5.68% | 5 |
|
|
2021
Q1 | $10.9M | Sell |
52,864
-6,741
| -11% | -$1.39M | 5.78% | 5 |
|
|
2020
Q4 | $11.6M | Buy |
59,605
+229
| +0.4% | +$44.6K | 5.91% | 5 |
|
|
2020
Q3 | $10.1M | Sell |
59,376
-1,377
| -2% | -$235K | 5.82% | 5 |
|
|
2020
Q2 | $9.51M | Buy |
60,753
+450
| +0.7% | +$70.4K | 7.35% | 5 |
|
|
2020
Q1 | $7.77M | Buy |
60,303
+3,587
| +6% | +$462K | 7.38% | 5 |
|
|
2019
Q4 | $9.28M | Buy |
56,716
+1,260
| +2% | +$206K | 7.49% | 4 |
|
|
2019
Q3 | $8.56M | Sell |
55,456
-375
| -0.7% | -$57.9K | 7.62% | 4 |
|
|
2019
Q2 | $8.53M | Sell |
55,831
-1,005
| -2% | -$154K | 7.96% | 4 |
|
|
2019
Q1 | $8.23M | Sell |
56,836
-4,691
| -8% | -$679K | 7.03% | 5 |
|
|
2018
Q4 | $7.85M | Buy |
61,527
+593
| +1% | +$75.7K | 7.78% | 4 |
|
|
2018
Q3 | $8.48M | Sell |
60,934
-2,564
| -4% | -$357K | 8.63% | 5 |
|
|
2018
Q2 | $8.92M | Sell |
63,498
-3,477
| -5% | -$488K | 7.98% | 5 |
|
|
2018
Q1 | $9.09M | Sell |
66,975
-3,090
| -4% | -$419K | 8.88% | 3 |
|
|
2017
Q4 | $9.62M | Buy |
+70,065
| New | +$9.62M | 10.23% | 1 |
|