Legacy Wealth Management (Mississippi)’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.63M | Sell |
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|
2025
Q2 | $3.75M | Sell |
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|
2025
Q1 | $3.53M | Sell |
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|
2024
Q4 | $3.85M | Sell |
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|
2024
Q3 | $5.31M | Sell |
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|
2024
Q2 | $5.06M | Sell |
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|
2024
Q1 | $5.43M | Sell |
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|
2023
Q4 | $5.01M | Sell |
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|
2023
Q3 | $5.47M | Sell |
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|
2023
Q2 | $6.16M | Sell |
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|
2023
Q1 | $5.95M | Sell |
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|
2022
Q4 | $5.72M | Buy |
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|
2022
Q3 | $490K | Sell |
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|
2022
Q2 | $736K | Buy |
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|
2022
Q1 | $688K | Buy |
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|
2021
Q4 | $690K | Sell |
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|
2021
Q3 | $652K | Hold |
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|
2021
Q2 | $654K | Sell |
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|
2021
Q1 | $615K | Sell |
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|
2020
Q4 | $1.36M | Sell |
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|
2020
Q3 | $1.62M | Hold |
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|
2020
Q2 | $1.49M | Sell |
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|
2020
Q1 | $1.56M | Buy |
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|
2019
Q4 | $1.97M | Buy |
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