Legacy Wealth Management (Tennessee)’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 | $8.57M | Buy |
28,208
+1,213
| +4% | +$369K | 0.53% | 15 |
|
|
2025
Q1 | $7.42M | Sell |
26,995
-655
| -2% | -$180K | 0.49% | 15 |
|
|
2024
Q4 | $8.01M | Buy |
27,650
+655
| +2% | +$190K | 0.51% | 15 |
|
|
2024
Q3 | $7.64M | Hold |
26,995
| – | – | 0.5% | 15 |
|
|
2024
Q2 | $7.22M | Hold |
26,995
| – | – | 0.52% | 14 |
|
|
2024
Q1 | $7.02M | Hold |
26,995
| – | – | 0.52% | 14 |
|
|
2023
Q4 | $6.4M | Hold |
26,995
| – | – | 0.51% | 13 |
|
|
2023
Q3 | $5.73M | Sell |
26,995
-270
| -1% | -$57.4K | 0.5% | 13 |
|
|
2023
Q2 | $6.01M | Buy |
27,265
+270
| +1% | +$59.5K | 0.51% | 12 |
|
|
2023
Q1 | $5.51M | Buy |
26,995
+280
| +1% | +$57.1K | 0.49% | 12 |
|
|
2022
Q4 | $5.11M | Sell |
26,715
-300
| -1% | -$57.4K | 0.49% | 13 |
|
|
2022
Q3 | $4.85M | Sell |
27,015
-106
| -0.4% | -$19K | 0.5% | 11 |
|
|
2022
Q2 | $5.12M | Buy |
27,121
+106
| +0.4% | +$20K | 0.63% | 11 |
|
|
2022
Q1 | $6.15M | Sell |
27,015
-3,002
| -10% | -$684K | 0.73% | 10 |
|
|
2021
Q4 | $7.25M | Buy |
30,017
+3,534
| +13% | +$853K | 0.83% | 9 |
|
|
2021
Q3 | $5.88M | Hold |
26,483
| – | – | 0.74% | 9 |
|
|
2021
Q2 | $5.9M | Sell |
26,483
-254
| -0.9% | -$56.6K | 0.74% | 9 |
|
|
2021
Q1 | $5.53M | Buy |
26,737
+254
| +1% | +$52.5K | 0.74% | 9 |
|
|
2020
Q4 | $5.16M | Hold |
26,483
| – | – | 0.68% | 9 |
|
|
2020
Q3 | $4.51M | Hold |
26,483
| – | – | 0.69% | 9 |
|
|
2020
Q2 | $4.15M | Sell |
26,483
-700
| -3% | -$110K | 0.68% | 9 |
|
|
2020
Q1 | $3.5M | Sell |
27,183
-860
| -3% | -$111K | 0.64% | 8 |
|
|
2019
Q4 | $4.59M | Buy |
28,043
+860
| +3% | +$141K | 0.7% | 7 |
|
|
2019
Q3 | $4.11M | Hold |
27,183
| – | – | 0.67% | 7 |
|
|
2019
Q2 | $4.08M | Hold |
27,183
| – | – | 0.74% | 7 |
|
|
2019
Q1 | $3.93M | Sell |
27,183
-12,310
| -31% | -$1.78M | 0.77% | 7 |
|
|
2018
Q4 | $5.04M | Buy |
39,493
+13,310
| +51% | +$1.7M | 1.11% | 11 |
|
|
2018
Q3 | $3.92M | Hold |
26,183
| – | – | 0.79% | 7 |
|
|
2018
Q2 | $3.68M | Hold |
26,183
| – | – | 0.86% | 7 |
|
|
2018
Q1 | $3.55M | Hold |
26,183
| – | – | 0.87% | 7 |
|
|
2017
Q4 | $3.59M | Hold |
26,183
| – | – | 0.86% | 5 |
|
|
2017
Q3 | $3.39M | Hold |
26,183
| – | – | 0.86% | 5 |
|
|
2017
Q2 | $3.26M | Hold |
26,183
| – | – | 0.79% | 5 |
|
|
2017
Q1 | $3.18M | Hold |
26,183
| – | – | 0.8% | 5 |
|
|
2016
Q4 | $3.02M | Hold |
26,183
| – | – | 0.79% | 5 |
|
|
2016
Q3 | $2.92M | Hold |
26,183
| – | – | 0.79% | 5 |
|
|
2016
Q2 | $2.81M | Hold |
26,183
| – | – | 0.83% | 5 |
|
|
2016
Q1 | $2.75M | Hold |
26,183
| – | – | 0.83% | 5 |
|
|
2015
Q4 | $2.73M | Hold |
26,183
| – | – | 0.77% | 9 |
|
|
2015
Q3 | $2.59M | Hold |
26,183
| – | – | 0.99% | 6 |
|
|
2015
Q2 | $2.8M | Hold |
26,183
| – | – | 1.15% | 5 |
|
|
2015
Q1 | $2.81M | Hold |
26,183
| – | – | 1.17% | 5 |
|
|
2014
Q4 | $2.78M | Hold |
26,183
| – | – | 1% | 6 |
|
|
2014
Q3 | $2.65M | Hold |
26,183
| – | – | 1.28% | 4 |
|
|
2014
Q2 | $2.67M | Hold |
26,183
| – | – | 1.25% | 4 |
|
|
2014
Q1 | $2.55M | Hold |
26,183
| – | – | 1.24% | 4 |
|
|
2013
Q4 | $2.51M | Hold |
26,183
| – | – | 1.28% | 6 |
|
|
2013
Q3 | $2.3M | Hold |
26,183
| – | – | 1.3% | 5 |
|
|
2013
Q2 | $2.17M | Buy |
+26,183
| New | +$2.17M | 1.28% | 5 |
|