LWM
Liberty Wealth 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 | $13.6M | Buy |
44,786
+1,023
| +2% | +$311K | 2.13% | 14 |
|
|
2025
Q1 | $12M | Buy |
43,763
+713
| +2% | +$196K | 2.3% | 14 |
|
|
2024
Q4 | $12.5M | Buy |
43,050
+914
| +2% | +$265K | 2.08% | 13 |
|
|
2024
Q3 | $11.9M | Sell |
42,136
-103,500
| -71% | -$29.3M | 2.03% | 14 |
|
|
2024
Q2 | $11.3M | Buy |
145,636
+101,815
| +232% | +$7.87M | 2.06% | 14 |
|
|
2024
Q1 | $11.4M | Buy |
43,821
+41,505
| +1,792% | +$10.8M | 2.23% | 12 |
|
|
2023
Q4 | $10.3M | Sell |
2,316
-42,202
| -95% | -$188M | 2.21% | 12 |
|
|
2023
Q3 | $9.46M | Buy |
44,518
+721
| +2% | +$153K | 2.35% | 11 |
|
|
2023
Q2 | $9.65M | Buy |
43,797
+578
| +1% | +$127K | 2.38% | 10 |
|
|
2023
Q1 | $8.82M | Buy |
+43,219
| New | +$8.82M | 1.82% | 10 |
|
|
2022
Q3 | $7.65M | Sell |
42,602
-938
| -2% | -$168K | 2.04% | 15 |
|
|
2022
Q2 | $8.33M | Buy |
43,540
+1,854
| +4% | +$355K | 3.38% | 6 |
|
|
2022
Q1 | $9.47M | Buy |
+41,686
| New | +$9.47M | 3.42% | 7 |
|
|
2021
Q4 | – | Sell |
-40,652
| Closed | -$9.11M | – | 27 |
|
|
2021
Q3 | $9.11M | Buy |
40,652
+4,938
| +14% | +$1.11M | 3.25% | 6 |
|
|
2021
Q2 | $7.87M | Sell |
35,714
-304
| -0.8% | -$67K | 3.06% | 5 |
|
|
2021
Q1 | $7.11M | Hold |
36,018
| – | – | 3.47% | 5 |
|
|
2020
Q4 | $7.11M | Buy |
36,018
+1,778
| +5% | +$351K | 3.48% | 5 |
|
|
2020
Q3 | $5.83M | Buy |
34,240
+2,149
| +7% | +$366K | 3.44% | 7 |
|
|
2020
Q2 | $5.02M | Sell |
32,091
-4,001
| -11% | -$626K | 3.53% | 5 |
|
|
2020
Q1 | $4.65M | Buy |
36,092
+3,835
| +12% | +$494K | 4.06% | 4 |
|
|
2019
Q4 | $5.28M | Buy |
32,257
+2,785
| +9% | +$456K | 4.16% | 3 |
|
|
2019
Q3 | $4.45M | Buy |
29,472
+3,099
| +12% | +$468K | 4.21% | 4 |
|
|
2019
Q2 | $3.96M | Buy |
26,373
+5,479
| +26% | +$822K | 3.47% | 5 |
|
|
2019
Q1 | $3.02M | Buy |
20,894
+666
| +3% | +$96.4K | 2.28% | 7 |
|
|
2018
Q4 | $2.58M | Buy |
+20,228
| New | +$2.58M | 1.92% | 9 |
|