Laidlaw Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $304K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $249K | Sell |
|
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $10.2M | Buy |
|
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|
2023
Q1 | $9.38M | Sell |
|
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|
2022
Q4 | $8.96M | Sell |
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|
2022
Q3 | $9M | Buy |
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|
2022
Q2 | $9.41M | Buy |
|
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|
2022
Q1 | $11M | Sell |
|
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|
2021
Q4 | $12.5M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $7.29M | Buy |
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|
2020
Q3 | $303K | Buy |
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|
2020
Q2 | $218K | Buy |
|