LRIA
Leonard Rickey Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Sell |
37,979
-501
| -1% | -$64.4K | 0.97% | 20 |
|
|
2025
Q1 | $4.32M | Sell |
38,480
-1,044
| -3% | -$117K | 0.93% | 19 |
|
|
2024
Q4 | $4.64M | Sell |
39,524
-204
| -0.5% | -$24K | 1.07% | 17 |
|
|
2024
Q3 | $4.76M | Sell |
39,728
-114
| -0.3% | -$13.6K | 1.08% | 18 |
|
|
2024
Q2 | $4.49M | Sell |
39,842
-288
| -0.7% | -$32.4K | 1.08% | 18 |
|
|
2024
Q1 | $4.43M | Sell |
40,130
-1,834
| -4% | -$203K | 1.15% | 17 |
|
|
2023
Q4 | $4.32M | Sell |
41,964
-1,276
| -3% | -$131K | 1.28% | 14 |
|
|
2023
Q3 | $4.03M | Sell |
43,240
-2,574
| -6% | -$240K | 1.32% | 14 |
|
|
2023
Q2 | $4.44M | Sell |
45,814
-1,832
| -4% | -$178K | 1.67% | 13 |
|
|
2023
Q1 | $4.39M | Sell |
47,646
-483
| -1% | -$44.5K | 1.71% | 13 |
|
|
2022
Q4 | $4.15M | Sell |
48,129
-558
| -1% | -$48.1K | 1.75% | 12 |
|
|
2022
Q3 | $3.84M | Sell |
48,687
-497
| -1% | -$39.2K | 1.8% | 10 |
|
|
2022
Q2 | $4.2M | Buy |
49,184
+5
| +0% | +$427 | 1.84% | 10 |
|
|
2022
Q1 | $4.98M | Buy |
49,179
+2
| +0% | +$203 | 1.9% | 10 |
|
|
2021
Q4 | $5.28M | Sell |
49,177
-233
| -0.5% | -$25K | 1.94% | 10 |
|
|
2021
Q3 | $5.03M | Buy |
49,410
+6
| +0% | +$611 | 2.11% | 9 |
|
|
2021
Q2 | $5.13M | Buy |
49,404
+88
| +0.2% | +$9.14K | 2.22% | 8 |
|
|
2021
Q1 | $4.8M | Buy |
49,316
+3
| +0% | +$292 | 1.92% | 9 |
|
|
2020
Q4 | $4.57M | Buy |
49,313
+2,010
| +4% | +$186K | 2.08% | 9 |
|
|
2020
Q3 | $3.82M | Sell |
47,303
-703
| -1% | -$56.7K | 2.39% | 9 |
|
|
2020
Q2 | $3.59M | Sell |
48,006
-50,161
| -51% | -$3.75M | 2.34% | 9 |
|
|
2020
Q1 | $6.17M | Sell |
98,167
-5,537
| -5% | -$348K | 4.78% | 5 |
|
|
2019
Q4 | $8.4M | Sell |
103,704
-3,975
| -4% | -$322K | 5.07% | 4 |
|
|
2019
Q3 | $8.06M | Sell |
107,679
-462
| -0.4% | -$34.6K | 5.36% | 4 |
|
|
2019
Q2 | $8.13M | Buy |
108,141
+364
| +0.3% | +$27.4K | 5.47% | 4 |
|
|
2019
Q1 | $7.89M | Sell |
107,777
-190
| -0.2% | -$13.9K | 5.71% | 4 |
|
|
2018
Q4 | $7.07M | Buy |
107,967
+10,382
| +11% | +$680K | 5.83% | 4 |
|
|
2018
Q3 | $7.4M | Sell |
97,585
-1,384
| -1% | -$105K | 5.4% | 4 |
|
|
2018
Q2 | $7.26M | Sell |
98,969
-218
| -0.2% | -$16K | 5.49% | 4 |
|
|
2018
Q1 | $7.3M | Buy |
99,187
+1,779
| +2% | +$131K | 5.7% | 4 |
|
|
2017
Q4 | $7.23M | Buy |
+97,408
| New | +$7.23M | 5.54% | 4 |
|