Lenox Wealth Management’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
2020
Q2
$159K Buy
1,018
+43
+4% +$6.72K 0.05% 164
2020
Q1
$125K Buy
975
+378
+63% +$48.5K 0.04% 172
2019
Q4
$98K Buy
597
+33
+6% +$5.42K 0.03% 222
2019
Q3
$85K Buy
564
+294
+109% +$44.3K 0.02% 225
2019
Q2
$40K Buy
+270
New +$40K 0.01% 270