Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $456K | Hold |
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|
2021
Q1 | $423K | Buy |
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|
2020
Q4 | $234K | Hold |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q2 | $108K | Hold |
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|
2020
Q1 | $89K | Sell |
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|
2019
Q4 | $4.93M | Buy |
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|
2019
Q3 | $4.36M | Buy |
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|
2019
Q2 | $86K | Hold |
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|
2019
Q1 | $83K | Hold |
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|
2018
Q4 | $73K | Hold |
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|
2018
Q3 | $86K | Sell |
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|
2018
Q2 | $83K | Buy |
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|
2018
Q1 | $78K | Buy |
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|
2017
Q4 | $78K | Hold |
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|
2017
Q3 | $73K | Hold |
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|
2017
Q2 | $70K | Hold |
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|
2017
Q1 | $69K | Sell |
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|
2016
Q4 | $100K | Buy |
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|
2016
Q3 | $63K | Hold |
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|
2016
Q2 | $61K | Hold |
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|
2016
Q1 | $59K | Buy |
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|
2015
Q4 | $26K | Buy |
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