Laidlaw Wealth Management’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 |
-1,050
| Closed | -$304K | – | 162 |
|
|
2024
Q4 | $304K | Buy |
+1,050
| New | +$304K | 0.13% | 139 |
|
|
2024
Q1 | – | Sell |
-1,051
| Closed | -$249K | – | 243 |
|
|
2023
Q4 | $249K | Sell |
1,051
-4
| -0.4% | -$949 | 0.09% | 209 |
|
|
2023
Q3 | $224K | Sell |
1,055
-45,130
| -98% | -$9.59M | 0.07% | 243 |
|
|
2023
Q2 | $10.2M | Buy |
46,185
+213
| +0.5% | +$46.9K | 1.99% | 5 |
|
|
2023
Q1 | $9.38M | Sell |
45,972
-907
| -2% | -$185K | 1.92% | 4 |
|
|
2022
Q4 | $8.96M | Sell |
46,879
-3,249
| -6% | -$621K | 1.92% | 4 |
|
|
2022
Q3 | $9M | Buy |
50,128
+243
| +0.5% | +$43.6K | 2.1% | 4 |
|
|
2022
Q2 | $9.41M | Buy |
49,885
+1,443
| +3% | +$272K | 1.92% | 4 |
|
|
2022
Q1 | $11M | Sell |
48,442
-3,141
| -6% | -$715K | 1.84% | 4 |
|
|
2021
Q4 | $12.5M | Buy |
+51,583
| New | +$12.5M | 1.99% | 4 |
|
|
2021
Q1 | – | Sell |
-37,480
| Closed | -$7.3M | – | 366 |
|
|
2020
Q4 | $7.3M | Buy |
37,480
+35,700
| +2,006% | +$6.95M | 1.54% | 8 |
|
|
2020
Q3 | $303K | Buy |
1,780
+388
| +28% | +$66K | 0.13% | 151 |
|
|
2020
Q2 | $218K | Buy |
+1,392
| New | +$218K | 0.11% | 162 |
|