LFAS
Level Four Advisory Services’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 | $9.55M | Buy |
31,420
+367
| +1% | +$112K | 0.35% | 63 |
|
|
2025
Q1 | $8.53M | Sell |
31,053
-700
| -2% | -$192K | 0.35% | 66 |
|
|
2024
Q4 | $9.2M | Buy |
31,753
+406
| +1% | +$118K | 0.38% | 58 |
|
|
2024
Q3 | $8.81M | Buy |
31,347
+3,982
| +15% | +$1.12M | 0.37% | 50 |
|
|
2024
Q2 | $7.32M | Sell |
27,365
-4,269
| -13% | -$1.14M | 0.33% | 65 |
|
|
2024
Q1 | $7.5M | Hold |
31,634
| – | – | 0.41% | 48 |
|
|
2023
Q4 | $7.5M | Sell |
31,634
-4,540
| -13% | -$1.08M | 0.42% | 47 |
|
|
2023
Q3 | $7.68M | Sell |
36,174
-1,161
| -3% | -$247K | 0.5% | 36 |
|
|
2023
Q2 | $8.22M | Buy |
37,335
+670
| +2% | +$148K | 0.49% | 38 |
|
|
2023
Q1 | $7.48M | Buy |
36,665
+674
| +2% | +$138K | 0.49% | 36 |
|
|
2022
Q4 | $6.88M | Buy |
35,991
+2,944
| +9% | +$563K | 0.51% | 41 |
|
|
2022
Q3 | $5.93M | Buy |
33,047
+505
| +2% | +$90.6K | 0.58% | 35 |
|
|
2022
Q2 | $6.14M | Buy |
32,542
+1,063
| +3% | +$201K | 0.58% | 37 |
|
|
2022
Q1 | $7.17M | Sell |
31,479
-1,516
| -5% | -$345K | 0.56% | 32 |
|
|
2021
Q4 | $7.97M | Buy |
32,995
+18,668
| +130% | +$4.51M | 0.61% | 29 |
|
|
2021
Q3 | $3.18M | Sell |
14,327
-15,471
| -52% | -$3.44M | 0.33% | 87 |
|
|
2021
Q2 | $6.64M | Sell |
29,798
-1,037
| -3% | -$231K | 0.46% | 44 |
|
|
2021
Q1 | $6.37M | Buy |
30,835
+592
| +2% | +$122K | 0.49% | 38 |
|
|
2020
Q4 | $5.89M | Buy |
30,243
+265
| +0.9% | +$51.6K | 0.47% | 47 |
|
|
2020
Q3 | $5.11M | Sell |
29,978
-5,874
| -16% | -$1M | 0.39% | 58 |
|
|
2020
Q2 | $5.61M | Sell |
35,852
-4,998
| -12% | -$782K | 0.43% | 48 |
|
|
2020
Q1 | $5.27M | Sell |
40,850
-6,062
| -13% | -$782K | 0.63% | 30 |
|
|
2019
Q4 | $7.68M | Buy |
46,912
+7,293
| +18% | +$1.19M | 0.3% | 104 |
|
|
2019
Q3 | $5.98M | Buy |
39,619
+2,126
| +6% | +$321K | 0.62% | 28 |
|
|
2019
Q2 | $5.63M | Sell |
37,493
-155
| -0.4% | -$23.3K | 0.57% | 36 |
|
|
2019
Q1 | $5.45M | Sell |
37,648
-10,663
| -22% | -$1.54M | 0.6% | 37 |
|
|
2018
Q4 | $6.17M | Buy |
48,311
+12,222
| +34% | +$1.56M | 0.77% | 24 |
|
|
2018
Q3 | $5.4M | Sell |
36,089
-6,928
| -16% | -$1.04M | 0.58% | 35 |
|
|
2018
Q2 | $6.04M | Buy |
43,017
+1,300
| +3% | +$183K | 0.44% | 54 |
|
|
2018
Q1 | $5.66M | Buy |
41,717
+10,462
| +33% | +$1.42M | 0.44% | 51 |
|
|
2017
Q4 | $4.29M | Sell |
31,255
-774
| -2% | -$106K | 0.33% | 65 |
|
|
2017
Q3 | $4.15M | Sell |
32,029
-26,091
| -45% | -$3.38M | 0.37% | 57 |
|
|
2017
Q2 | $7.01M | Hold |
58,120
| – | – | 1.08% | 15 |
|
|
2017
Q1 | $7.01M | Buy |
58,120
+12,824
| +28% | +$1.55M | 0.71% | 28 |
|
|
2016
Q4 | $5.22M | Buy |
+45,296
| New | +$5.22M | 0.67% | 28 |
|