LRIA
Leonard Rickey Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8M | Sell |
111,088
-577
| -0.5% | -$175K | 6.74% | 3 |
|
|
2025
Q1 | $29.5M | Buy |
111,665
+1,850
| +2% | +$489K | 6.36% | 3 |
|
|
2024
Q4 | $31.8M | Buy |
109,815
+12,829
| +13% | +$3.72M | 7.33% | 3 |
|
|
2024
Q3 | $27.5M | Buy |
96,986
+2,898
| +3% | +$821K | 6.23% | 4 |
|
|
2024
Q2 | $25.2M | Buy |
94,088
+7,884
| +9% | +$2.11M | 6.03% | 4 |
|
|
2024
Q1 | $22.4M | Buy |
86,204
+8,647
| +11% | +$2.25M | 5.79% | 4 |
|
|
2023
Q4 | $18.4M | Buy |
77,557
+4,018
| +5% | +$953K | 5.45% | 6 |
|
|
2023
Q3 | $15.6M | Buy |
73,539
+22,491
| +44% | +$4.78M | 5.11% | 8 |
|
|
2023
Q2 | $11.2M | Sell |
51,048
-841
| -2% | -$185K | 4.23% | 8 |
|
|
2023
Q1 | $10.6M | Sell |
51,889
-615
| -1% | -$126K | 4.13% | 8 |
|
|
2022
Q4 | $10M | Buy |
52,504
+1,106
| +2% | +$211K | 4.25% | 8 |
|
|
2022
Q3 | $9.22M | Buy |
51,398
+710
| +1% | +$127K | 4.32% | 7 |
|
|
2022
Q2 | $9.56M | Buy |
50,688
+1,409
| +3% | +$266K | 4.18% | 7 |
|
|
2022
Q1 | $11.2M | Buy |
49,279
+1,867
| +4% | +$425K | 4.27% | 6 |
|
|
2021
Q4 | $11.4M | Buy |
47,412
+3,574
| +8% | +$863K | 4.19% | 5 |
|
|
2021
Q3 | $9.74M | Buy |
43,838
+1,520
| +4% | +$338K | 4.08% | 5 |
|
|
2021
Q2 | $9.53M | Buy |
42,318
+2,709
| +7% | +$610K | 4.12% | 5 |
|
|
2021
Q1 | $8.19M | Sell |
39,609
-932
| -2% | -$193K | 3.28% | 7 |
|
|
2020
Q4 | $7.89M | Buy |
40,541
+1,197
| +3% | +$233K | 3.59% | 6 |
|
|
2020
Q3 | $6.7M | Buy |
39,344
+2,894
| +8% | +$493K | 4.19% | 5 |
|
|
2020
Q2 | $5.71M | Buy |
36,450
+2,567
| +8% | +$402K | 3.71% | 5 |
|
|
2020
Q1 | $4.37M | Buy |
33,883
+616
| +2% | +$79.4K | 3.39% | 7 |
|
|
2019
Q4 | $5.44M | Buy |
33,267
+2,451
| +8% | +$401K | 3.29% | 8 |
|
|
2019
Q3 | $4.65M | Buy |
30,816
+629
| +2% | +$95K | 3.09% | 9 |
|
|
2019
Q2 | $4.53M | Buy |
30,187
+1,347
| +5% | +$202K | 3.05% | 9 |
|
|
2019
Q1 | $4.17M | Buy |
28,840
+3,335
| +13% | +$483K | 3.02% | 9 |
|
|
2018
Q4 | $3.26M | Buy |
25,505
+345
| +1% | +$44K | 2.69% | 10 |
|
|
2018
Q3 | $3.77M | Sell |
25,160
-228
| -0.9% | -$34.1K | 2.75% | 9 |
|
|
2018
Q2 | $3.57M | Buy |
25,388
+1,316
| +5% | +$185K | 2.69% | 9 |
|
|
2018
Q1 | $3.27M | Buy |
24,072
+1,212
| +5% | +$164K | 2.55% | 10 |
|
|
2017
Q4 | $3.14M | Buy |
+22,860
| New | +$3.14M | 2.4% | 11 |
|