LFA
Level Financial 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 | $6.49M | Buy |
21,359
+2,425
| +13% | +$737K | 2.02% | 17 |
|
|
2025
Q1 | $5.2M | Sell |
18,934
-25
| -0.1% | -$6.87K | 1.77% | 17 |
|
|
2024
Q4 | $5.49M | Buy |
18,959
+87
| +0.5% | +$25.2K | 2.02% | 14 |
|
|
2024
Q3 | $5.34M | Buy |
18,872
+263
| +1% | +$74.5K | 2.04% | 12 |
|
|
2024
Q2 | $4.98M | Buy |
18,609
+319
| +2% | +$85.3K | 2.16% | 11 |
|
|
2024
Q1 | $4.75M | Sell |
18,290
-153
| -0.8% | -$39.8K | 2.16% | 11 |
|
|
2023
Q4 | $4.38M | Sell |
18,443
-11
| -0.1% | -$2.61K | 2.16% | 11 |
|
|
2023
Q3 | $3.92M | Sell |
18,454
-836
| -4% | -$178K | 2.19% | 10 |
|
|
2023
Q2 | $4.25M | Buy |
19,290
+1,026
| +6% | +$226K | 2.37% | 9 |
|
|
2023
Q1 | $3.73M | Buy |
18,264
+1,050
| +6% | +$214K | 2.24% | 10 |
|
|
2022
Q4 | $3.29M | Buy |
17,214
+2,382
| +16% | +$455K | 2.16% | 10 |
|
|
2022
Q3 | $2.66M | Buy |
14,832
+6,953
| +88% | +$1.25M | 1.97% | 10 |
|
|
2022
Q2 | $1.49M | Buy |
7,879
+5,751
| +270% | +$1.08M | 1.09% | 19 |
|
|
2022
Q1 | $484K | Buy |
2,128
+1,243
| +140% | +$283K | 0.37% | 31 |
|
|
2021
Q4 | $214K | Buy |
+885
| New | +$214K | 0.16% | 42 |
|