LWA
Lenox Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $321K | Hold |
1,430
| – | – | 0.04% | 84 |
|
|
2021
Q4 | $345K | Buy |
1,430
+228
| +19% | +$55K | 0.04% | 80 |
|
|
2021
Q3 | $267K | Sell |
1,202
-846
| -41% | -$188K | 0.03% | 85 |
|
|
2021
Q2 | $456K | Hold |
2,048
| – | – | 0.06% | 71 |
|
|
2021
Q1 | $423K | Buy |
2,048
+846
| +70% | +$175K | 0.06% | 58 |
|
|
2020
Q4 | $234K | Hold |
1,202
| – | – | 0.03% | 79 |
|
|
2020
Q3 | $205K | Buy |
1,202
+510
| +74% | +$87K | 0.03% | 76 |
|
|
2020
Q2 | $108K | Hold |
692
| – | – | 0.02% | 99 |
|
|
2020
Q1 | $89K | Sell |
692
-29,468
| -98% | -$3.79M | 0.02% | 98 |
|
|
2019
Q4 | $4.94M | Buy |
30,160
+1,313
| +5% | +$215K | 0.77% | 15 |
|
|
2019
Q3 | $4.36M | Buy |
28,847
+28,275
| +4,943% | +$4.27M | 0.73% | 15 |
|
|
2019
Q2 | $86K | Hold |
572
| – | – | 0.02% | 119 |
|
|
2019
Q1 | $83K | Hold |
572
| – | – | 0.02% | 110 |
|
|
2018
Q4 | $73K | Hold |
572
| – | – | 0.02% | 109 |
|
|
2018
Q3 | $86K | Sell |
572
-18
| -3% | -$2.71K | 0.02% | 107 |
|
|
2018
Q2 | $83K | Buy |
590
+18
| +3% | +$2.53K | 0.02% | 98 |
|
|
2018
Q1 | $78K | Buy |
572
+6
| +1% | +$818 | 0.02% | 125 |
|
|
2017
Q4 | $78K | Hold |
566
| – | – | 0.02% | 83 |
|
|
2017
Q3 | $73K | Hold |
566
| – | – | 0.02% | 45 |
|
|
2017
Q2 | $70K | Hold |
566
| – | – | 0.02% | 46 |
|
|
2017
Q1 | $69K | Sell |
566
-302
| -35% | -$36.8K | 0.02% | 42 |
|
|
2016
Q4 | $100K | Buy |
868
+302
| +53% | +$34.8K | 0.03% | 38 |
|
|
2016
Q3 | $63K | Hold |
566
| – | – | 0.02% | 74 |
|
|
2016
Q2 | $61K | Hold |
566
| – | – | 0.02% | 79 |
|
|
2016
Q1 | $59K | Buy |
566
+318
| +128% | +$33.1K | 0.02% | 79 |
|
|
2015
Q4 | $26K | Buy |
+248
| New | +$26K | 0.01% | 122 |
|