LWP
Legacy Wealth Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.25M | Buy |
6,985
+200
| +3% | +$35.9K | 2.07% | 12 |
|
|
2022
Q2 | $1.28M | Sell |
6,785
-297
| -4% | -$56K | 1.84% | 13 |
|
|
2022
Q1 | $1.61M | Sell |
7,082
-69
| -1% | -$15.7K | 1.9% | 12 |
|
|
2021
Q4 | $1.73M | Sell |
7,151
-247
| -3% | -$59.7K | 1.97% | 13 |
|
|
2021
Q3 | $1.64M | Buy |
7,398
+1,489
| +25% | +$331K | 1.84% | 8 |
|
|
2021
Q2 | $1.32M | Hold |
5,909
| – | – | 1.5% | 16 |
|
|
2021
Q1 | $1.22M | Sell |
5,909
-191
| -3% | -$39.5K | 1.56% | 16 |
|
|
2020
Q4 | $1.19M | Hold |
6,100
| – | – | 1.52% | 17 |
|
|
2020
Q3 | $1.04M | Sell |
6,100
-460
| -7% | -$78.4K | 1.19% | 20 |
|
|
2020
Q2 | $1.03M | Sell |
6,560
-13
| -0.2% | -$2.04K | 1.22% | 20 |
|
|
2020
Q1 | $847K | Buy |
6,573
+935
| +17% | +$120K | 1.36% | 18 |
|
|
2019
Q4 | $922K | Buy |
+5,638
| New | +$922K | 1.04% | 25 |
|