Leonard Rickey Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.8M | Buy |
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|
2025
Q2 | $33.8M | Sell |
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|
2025
Q1 | $29.5M | Buy |
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|
2024
Q4 | $31.8M | Buy |
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|
2024
Q3 | $27.5M | Buy |
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|
2024
Q2 | $25.2M | Buy |
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|
2024
Q1 | $22.4M | Buy |
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|
2023
Q4 | $18.4M | Buy |
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|
2023
Q3 | $15.6M | Buy |
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|
2023
Q2 | $11.2M | Sell |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $10M | Buy |
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|
2022
Q3 | $9.22M | Buy |
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|
2022
Q2 | $9.56M | Buy |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $11.4M | Buy |
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|
2021
Q3 | $9.73M | Buy |
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|
2021
Q2 | $9.53M | Buy |
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|
2021
Q1 | $8.19M | Sell |
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|
2020
Q4 | $7.89M | Buy |
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|
2020
Q3 | $6.7M | Buy |
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|
2020
Q2 | $5.71M | Buy |
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|
2020
Q1 | $4.37M | Buy |
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|
2019
Q4 | $5.44M | Buy |
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|
2019
Q3 | $4.65M | Buy |
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|
2019
Q2 | $4.53M | Buy |
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|
2019
Q1 | $4.17M | Buy |
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|
2018
Q4 | $3.25M | Buy |
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|
2018
Q3 | $3.77M | Sell |
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|
2018
Q2 | $3.56M | Buy |
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|
2018
Q1 | $3.27M | Buy |
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|
2017
Q4 | $3.14M | Buy |
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