Legacy Wealth Management (Mississippi)’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 | $3.75M | Sell |
12,324
-520
| -4% | -$158K | 1.14% | 19 |
|
|
2025
Q1 | $3.53M | Sell |
12,844
-454
| -3% | -$125K | 1.15% | 20 |
|
|
2024
Q4 | $3.85M | Sell |
13,298
-5,445
| -29% | -$1.58M | 1.53% | 15 |
|
|
2024
Q3 | $5.31M | Sell |
18,743
-175
| -0.9% | -$49.6K | 1.95% | 9 |
|
|
2024
Q2 | $5.06M | Sell |
18,918
-1,987
| -10% | -$532K | 2.14% | 9 |
|
|
2024
Q1 | $5.43M | Sell |
20,905
-198
| -0.9% | -$51.5K | 2.45% | 8 |
|
|
2023
Q4 | $5.01M | Sell |
21,103
-4,667
| -18% | -$1.11M | 2.41% | 7 |
|
|
2023
Q3 | $5.47M | Sell |
25,770
-2,203
| -8% | -$468K | 2.85% | 6 |
|
|
2023
Q2 | $6.16M | Sell |
27,973
-1,200
| -4% | -$264K | 3.09% | 5 |
|
|
2023
Q1 | $5.95M | Sell |
29,173
-760
| -3% | -$155K | 3.29% | 5 |
|
|
2022
Q4 | $5.72M | Buy |
29,933
+27,200
| +995% | +$5.2M | 3.39% | 5 |
|
|
2022
Q3 | $490K | Sell |
2,733
-1,170
| -30% | -$210K | 0.33% | 56 |
|
|
2022
Q2 | $736K | Buy |
3,903
+880
| +29% | +$166K | 0.45% | 57 |
|
|
2022
Q1 | $688K | Buy |
3,023
+165
| +6% | +$37.6K | 0.36% | 61 |
|
|
2021
Q4 | $690K | Sell |
2,858
-77
| -3% | -$18.6K | 0.35% | 64 |
|
|
2021
Q3 | $652K | Hold |
2,935
| – | – | 0.35% | 66 |
|
|
2021
Q2 | $654K | Sell |
2,935
-40
| -1% | -$8.91K | 0.36% | 60 |
|
|
2021
Q1 | $615K | Sell |
2,975
-4,000
| -57% | -$827K | 0.37% | 63 |
|
|
2020
Q4 | $1.36M | Sell |
6,975
-2,534
| -27% | -$493K | 0.86% | 37 |
|
|
2020
Q3 | $1.62M | Hold |
9,509
| – | – | 1.12% | 29 |
|
|
2020
Q2 | $1.49M | Sell |
9,509
-2,568
| -21% | -$402K | 1.14% | 25 |
|
|
2020
Q1 | $1.56M | Buy |
12,077
+32
| +0.3% | +$4.13K | 1.45% | 17 |
|
|
2019
Q4 | $1.97M | Buy |
+12,045
| New | +$1.97M | 1.72% | 7 |
|