LVZ Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-795
| Closed | -$230K | – | 163 |
|
|
2024
Q4 | $230K | Sell |
795
-70
| -8% | -$20.3K | 0.03% | 131 |
|
|
2024
Q3 | $245K | Buy |
865
+9
| +1% | +$2.55K | 0.03% | 124 |
|
|
2024
Q2 | $229K | Sell |
856
-19
| -2% | -$5.08K | 0.03% | 127 |
|
|
2024
Q1 | $227K | Sell |
875
-126
| -13% | -$32.7K | 0.03% | 127 |
|
|
2023
Q4 | $237K | Hold |
1,001
| – | – | 0.03% | 121 |
|
|
2023
Q3 | $213K | Hold |
1,001
| – | – | 0.03% | 115 |
|
|
2023
Q2 | $221K | Sell |
1,001
-233
| -19% | -$51.3K | 0.03% | 135 |
|
|
2023
Q1 | $252K | Hold |
1,234
| – | – | 0.04% | 118 |
|
|
2022
Q4 | $236K | Buy |
+1,234
| New | +$236K | 0.04% | 122 |
|
|
2022
Q2 | – | Sell |
-1,019
| Closed | -$232K | – | 119 |
|
|
2022
Q1 | $232K | Hold |
1,019
| – | – | 0.03% | 98 |
|
|
2021
Q4 | $246K | Sell |
1,019
-112
| -10% | -$27K | 0.03% | 95 |
|
|
2021
Q3 | $251K | Sell |
1,131
-27
| -2% | -$5.99K | 0.04% | 89 |
|
|
2021
Q2 | $258K | Hold |
1,158
| – | – | 0.04% | 93 |
|
|
2021
Q1 | $239K | Hold |
1,158
| – | – | 0.04% | 96 |
|
|
2020
Q4 | $225K | Buy |
+1,158
| New | +$225K | 0.04% | 91 |
|