Laidlaw Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Laidlaw Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,050	Closed	-$304K	–	164
2024 Q4	$304K	Buy	+1,050	New	+$306K	0.13%	139
2024 Q1	–	Sell	-1,051	Closed	-$249K	–	245
2023 Q4	$249K	Sell	1,051 -4	-0.4%	-$884	0.09%	209
2023 Q3	$224K	Sell	1,055 -45,130	-98%	-$9.99M	0.07%	243
2023 Q2	$10.2M	Buy	46,185 +213	+0.5%	+$44.4K	1.99%	5
2023 Q1	$9.38M	Sell	45,972 -907	-2%	-$182K	1.92%	4
2022 Q4	$8.96M	Sell	46,879 -3,249	-6%	-$626K	1.92%	4
2022 Q3	$9M	Buy	50,128 +243	+0.5%	+$48.4K	2.1%	4
2022 Q2	$9.41M	Buy	49,885 +1,443	+3%	+$296K	1.92%	4
2022 Q1	$11M	Sell	48,442 -3,141	-6%	-$706K	1.84%	4
2021 Q4	$12.5M	Buy	+51,583	New	+$12.2M	1.99%	4
2021 Q1	–	Sell	-37,480	Closed	-$7.29M	–	366
2020 Q4	$7.29M	Buy	37,480 +35,700	+2,006%	+$6.53M	1.54%	8
2020 Q3	$303K	Buy	1,780 +388	+28%	+$65.3K	0.13%	151
2020 Q2	$218K	Buy	+1,392	New	+$205K	0.11%	162

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Laidlaw Wealth Management's VTI Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 1,050 shares — an estimated $304K sold.

Laidlaw Wealth Management first reported a position in VTI in Q2 2020 and held it in 13 quarters. The position peaked at $12.5M in Q4 2021. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Laidlaw Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 1,050 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $304K.
Laidlaw Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2020 and held it in 13 quarters.
Laidlaw Wealth Management's Vanguard Total Stock Market ETF position peaked at $12.5M in Q4 2021.
3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.