LCM
Liberty Capital Management’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 | $36.9M | Buy |
121,511
+6,263
| +5% | +$1.9M | 7.45% | 1 |
|
|
2025
Q1 | $31.7M | Sell |
115,248
-591
| -0.5% | -$162K | 7.05% | 1 |
|
|
2024
Q4 | $33.6M | Buy |
115,839
+2,949
| +3% | +$855K | 7.45% | 1 |
|
|
2024
Q3 | $32M | Buy |
112,890
+857
| +0.8% | +$243K | 7.07% | 1 |
|
|
2024
Q2 | $30M | Buy |
112,033
+4,824
| +4% | +$1.29M | 7.11% | 1 |
|
|
2024
Q1 | $27.9M | Sell |
107,209
-3,283
| -3% | -$853K | 6.87% | 1 |
|
|
2023
Q4 | $26.2M | Buy |
110,492
+10,002
| +10% | +$2.37M | 6.88% | 1 |
|
|
2023
Q3 | $21.3M | Buy |
100,490
+19,851
| +25% | +$4.22M | 6.3% | 1 |
|
|
2023
Q2 | $17.8M | Buy |
80,639
+10,373
| +15% | +$2.28M | 5.33% | 2 |
|
|
2023
Q1 | $14.3M | Buy |
70,266
+2,451
| +4% | +$500K | 4.72% | 2 |
|
|
2022
Q4 | $13M | Sell |
67,815
-937
| -1% | -$179K | 4.5% | 2 |
|
|
2022
Q3 | $12.3M | Buy |
68,752
+1,964
| +3% | +$352K | 4.62% | 2 |
|
|
2022
Q2 | $12.6M | Buy |
66,788
+1,479
| +2% | +$279K | 4.48% | 2 |
|
|
2022
Q1 | $14.9M | Buy |
65,309
+538
| +0.8% | +$122K | 4.34% | 2 |
|
|
2021
Q4 | $15.6M | Buy |
64,771
+485
| +0.8% | +$117K | 4.22% | 3 |
|
|
2021
Q3 | $14.3M | Buy |
64,286
+1,319
| +2% | +$293K | 4.21% | 2 |
|
|
2021
Q2 | $14M | Buy |
62,967
+9,979
| +19% | +$2.22M | 4.27% | 2 |
|
|
2021
Q1 | $11M | Sell |
52,988
-17,420
| -25% | -$3.6M | 3.78% | 2 |
|
|
2020
Q4 | $13.7M | Buy |
+70,408
| New | +$13.7M | 4.96% | 2 |
|
|
2020
Q2 | $11.8M | Buy |
75,440
+2,189
| +3% | +$343K | 5.12% | 1 |
|
|
2020
Q1 | $9.44M | Buy |
73,251
+18,919
| +35% | +$2.44M | 4.93% | 1 |
|
|
2019
Q4 | $8.89M | Buy |
54,332
+8,044
| +17% | +$1.32M | 3.66% | 2 |
|
|
2019
Q3 | $6.99M | Buy |
46,288
+9,719
| +27% | +$1.47M | 3.08% | 4 |
|
|
2019
Q2 | $5.49M | Buy |
36,569
+17,672
| +94% | +$2.65M | 2.46% | 10 |
|
|
2019
Q1 | $2.74M | Buy |
18,897
+16,505
| +690% | +$2.39M | 1.38% | 30 |
|
|
2018
Q4 | $305K | Buy |
+2,392
| New | +$305K | 0.19% | 86 |
|