LFA
LifeGuide 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 | $15.3M | Buy |
50,326
+5,690
| +13% | +$1.73M | 5.65% | 6 |
|
|
2025
Q1 | $12.3M | Buy |
44,636
+434
| +1% | +$119K | 5.01% | 6 |
|
|
2024
Q4 | $12.8M | Buy |
44,202
+1,179
| +3% | +$342K | 5.49% | 6 |
|
|
2024
Q3 | $12.2M | Buy |
43,023
+1,052
| +3% | +$298K | 5.2% | 6 |
|
|
2024
Q2 | $11.2M | Buy |
41,971
+8
| +0% | +$2.14K | 5.45% | 6 |
|
|
2024
Q1 | $10.9M | Sell |
41,963
-1,446
| -3% | -$376K | 5.49% | 5 |
|
|
2023
Q4 | $10.3M | Sell |
43,409
-13,446
| -24% | -$3.19M | 5.44% | 5 |
|
|
2023
Q3 | $12.1M | Sell |
56,855
-1,065
| -2% | -$226K | 7.06% | 5 |
|
|
2023
Q2 | $12.8M | Buy |
57,920
+6,875
| +13% | +$1.51M | 8.62% | 4 |
|
|
2023
Q1 | $10.4M | Buy |
51,045
+2,779
| +6% | +$567K | 8.38% | 4 |
|
|
2022
Q4 | $9.23M | Buy |
48,266
+24,994
| +107% | +$4.78M | 8% | 4 |
|
|
2022
Q3 | $4.18M | Buy |
23,272
+209
| +0.9% | +$37.5K | 4.08% | 4 |
|
|
2022
Q2 | $4.35M | Buy |
23,063
+6,804
| +42% | +$1.28M | 3.97% | 4 |
|
|
2022
Q1 | $3.7M | Buy |
16,259
+356
| +2% | +$81.1K | 2.86% | 5 |
|
|
2021
Q4 | $3.84M | Buy |
+15,903
| New | +$3.84M | 2.86% | 4 |
|