Legacy Trust’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 | $845K | Sell |
2,781
-6
| -0.2% | -$1.82K | 0.21% | 79 |
|
|
2025
Q1 | $766K | Buy |
2,787
+157
| +6% | +$43.2K | 0.18% | 86 |
|
|
2024
Q4 | $762K | Sell |
2,630
-15
| -0.6% | -$4.35K | 0.18% | 85 |
|
|
2024
Q3 | $749K | Hold |
2,645
| – | – | 0.17% | 88 |
|
|
2024
Q2 | $708K | Hold |
2,645
| – | – | 0.18% | 87 |
|
|
2024
Q1 | $687K | Hold |
2,645
| – | – | 0.17% | 92 |
|
|
2023
Q4 | $627K | Hold |
2,645
| – | – | 0.16% | 92 |
|
|
2023
Q3 | $562K | Sell |
2,645
-10
| -0.4% | -$2.12K | 0.16% | 92 |
|
|
2023
Q2 | $585K | Hold |
2,655
| – | – | 0.16% | 92 |
|
|
2023
Q1 | $542K | Buy |
2,655
+500
| +23% | +$102K | 0.16% | 95 |
|
|
2022
Q4 | $412K | Buy |
+2,155
| New | +$412K | 0.13% | 106 |
|