LRWA
Long Run Wealth 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 | $4.24M | Sell |
13,966
-829
| -6% | -$252K | 0.89% | 30 |
|
|
2025
Q1 | $4.07M | Buy |
14,795
+80
| +0.5% | +$22K | 0.92% | 29 |
|
|
2024
Q4 | $4.26M | Buy |
14,715
+1,230
| +9% | +$356K | 1.02% | 28 |
|
|
2024
Q3 | $3.82M | Buy |
13,485
+42
| +0.3% | +$11.9K | 0.9% | 31 |
|
|
2024
Q2 | $3.6M | Buy |
13,443
+9,413
| +234% | +$2.52M | 0.91% | 32 |
|
|
2024
Q1 | $1.05M | Buy |
4,030
+50
| +1% | +$13K | 0.28% | 62 |
|
|
2023
Q4 | $944K | Hold |
3,980
| – | – | 0.27% | 64 |
|
|
2023
Q3 | $845K | Hold |
3,980
| – | – | 0.27% | 61 |
|
|
2023
Q2 | $877K | Hold |
3,980
| – | – | 0.28% | 64 |
|
|
2023
Q1 | $812K | Hold |
3,980
| – | – | 0.28% | 65 |
|
|
2022
Q4 | $761K | Sell |
3,980
-930
| -19% | -$178K | 0.27% | 67 |
|
|
2022
Q3 | $881K | Buy |
4,910
+2,350
| +92% | +$422K | 0.35% | 62 |
|
|
2022
Q2 | $483K | Hold |
2,560
| – | – | 0.19% | 73 |
|
|
2022
Q1 | $583K | Hold |
2,560
| – | – | 0.2% | 73 |
|
|
2021
Q4 | $618K | Buy |
+2,560
| New | +$618K | 0.21% | 74 |
|