LWA
Lowe 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 | $238K | Buy |
782
+80
| +11% | +$24.3K | 0.09% | 52 |
|
|
2025
Q1 | $193K | Hold |
702
| – | – | 0.08% | 53 |
|
|
2024
Q4 | $203K | Buy |
702
+160
| +30% | +$46.4K | 0.09% | 53 |
|
|
2024
Q3 | $153K | Hold |
542
| – | – | 0.07% | 58 |
|
|
2024
Q2 | $145K | Hold |
542
| – | – | 0.07% | 58 |
|
|
2024
Q1 | $141K | Sell |
542
-8
| -1% | -$2.08K | 0.07% | 60 |
|
|
2023
Q4 | $130K | Hold |
550
| – | – | 0.06% | 62 |
|
|
2023
Q3 | $117K | Sell |
550
-955
| -63% | -$203K | 0.06% | 65 |
|
|
2023
Q2 | $332K | Hold |
1,505
| – | – | 0.17% | 39 |
|
|
2023
Q1 | $307K | Hold |
1,505
| – | – | 0.17% | 38 |
|
|
2022
Q4 | $288K | Hold |
1,505
| – | – | 0.16% | 41 |
|
|
2022
Q3 | $270K | Sell |
1,505
-50
| -3% | -$8.97K | 0.16% | 36 |
|
|
2022
Q2 | $293K | Buy |
1,555
+212
| +16% | +$39.9K | 0.16% | 37 |
|
|
2022
Q1 | $306K | Hold |
1,343
| – | – | 0.14% | 39 |
|
|
2021
Q4 | $324K | Hold |
1,343
| – | – | 0.14% | 36 |
|
|
2021
Q3 | $298K | Hold |
1,343
| – | – | 0.14% | 37 |
|
|
2021
Q2 | $299K | Hold |
1,343
| – | – | 0.14% | 36 |
|
|
2021
Q1 | $278K | Hold |
1,343
| – | – | 0.14% | 32 |
|
|
2020
Q4 | $261K | Hold |
1,343
| – | – | 0.13% | 30 |
|
|
2020
Q3 | $229K | Buy |
1,343
+367
| +38% | +$62.6K | 0.13% | 29 |
|
|
2020
Q2 | $153K | Hold |
976
| – | – | 0.09% | 38 |
|
|
2020
Q1 | $126K | Buy |
976
+250
| +34% | +$32.3K | 0.09% | 37 |
|
|
2019
Q4 | $119K | Hold |
726
| – | – | 0.07% | 40 |
|
|
2019
Q3 | $110K | Hold |
726
| – | – | 0.07% | 40 |
|
|
2019
Q2 | $109K | Hold |
726
| – | – | 0.07% | 40 |
|
|
2019
Q1 | $105K | Hold |
726
| – | – | 0.06% | 40 |
|
|
2018
Q4 | $93K | Buy |
726
+466
| +179% | +$59.7K | 0.06% | 41 |
|
|
2018
Q3 | $39K | Hold |
260
| – | – | 0.02% | 76 |
|
|
2018
Q2 | $37K | Hold |
260
| – | – | 0.02% | 77 |
|
|
2018
Q1 | $35K | Hold |
260
| – | – | 0.02% | 81 |
|
|
2017
Q4 | $36K | Hold |
260
| – | – | 0.02% | 80 |
|
|
2017
Q3 | $34K | Buy |
+260
| New | +$34K | 0.02% | 77 |
|