LNWWM
Laird Norton Wetherby Wealth Management’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 | $96.3M | Buy |
+316,707
| New | +$96.3M | 4.28% | 4 |
|
|
2024
Q4 | $91.3M | Sell |
314,941
-3,928
| -1% | -$1.14M | 4.38% | 3 |
|
|
2024
Q3 | $90.3M | Sell |
318,869
-13,544
| -4% | -$3.84M | 4.13% | 3 |
|
|
2024
Q2 | $88.9M | Sell |
332,413
-8,118
| -2% | -$2.17M | 4.19% | 4 |
|
|
2024
Q1 | $88.5M | Sell |
340,531
-2,141
| -0.6% | -$556K | 4.22% | 3 |
|
|
2023
Q4 | $81.3M | Buy |
342,672
+1,257
| +0.4% | +$298K | 4.23% | 3 |
|
|
2023
Q3 | $72.5M | Sell |
341,415
-345
| -0.1% | -$73.3K | 4.11% | 3 |
|
|
2023
Q2 | $75.3M | Sell |
341,760
-2,912
| -0.8% | -$641K | 4.05% | 3 |
|
|
2023
Q1 | $70.3M | Buy |
344,672
+1,672
| +0.5% | +$341K | 4.12% | 3 |
|
|
2022
Q4 | $65.6M | Sell |
343,000
-685
| -0.2% | -$131K | 4.21% | 2 |
|
|
2022
Q3 | $61.7M | Buy |
343,685
+1,998
| +0.6% | +$359K | 4.35% | 2 |
|
|
2022
Q2 | $64.4M | Buy |
341,687
+1,569
| +0.5% | +$296K | 4.4% | 2 |
|
|
2022
Q1 | $77.4M | Sell |
340,118
-6,905
| -2% | -$1.57M | 4.44% | 2 |
|
|
2021
Q4 | $83.8M | Sell |
347,023
-13,387
| -4% | -$3.23M | 4.7% | 2 |
|
|
2021
Q3 | $80M | Sell |
360,410
-17,701
| -5% | -$3.93M | 4.94% | 2 |
|
|
2021
Q2 | $84.3M | Buy |
378,111
+2,814
| +0.7% | +$627K | 5.14% | 2 |
|
|
2021
Q1 | $77.6M | Sell |
375,297
-12,471
| -3% | -$2.58M | 5.91% | 1 |
|
|
2020
Q4 | $75.5M | Buy |
387,768
+7,357
| +2% | +$1.43M | 5.12% | 2 |
|
|
2020
Q3 | $64.8M | Buy |
380,411
+16,670
| +5% | +$2.84M | 5.76% | 1 |
|
|
2020
Q2 | $56.9M | Buy |
363,741
+58,288
| +19% | +$9.12M | 5.4% | 2 |
|
|
2020
Q1 | $39.4M | Buy |
305,453
+172,698
| +130% | +$22.3M | 4.42% | 2 |
|
|
2019
Q4 | $21.7M | Buy |
132,755
+44,489
| +50% | +$7.28M | 2.14% | 3 |
|
|
2019
Q3 | $13.3M | Buy |
88,266
+73,903
| +515% | +$11.2M | 1.39% | 8 |
|
|
2019
Q2 | $2.16M | Buy |
14,363
+1,717
| +14% | +$258K | 0.24% | 95 |
|
|
2019
Q1 | $1.83M | Buy |
12,646
+353
| +3% | +$51.1K | 0.23% | 100 |
|
|
2018
Q4 | $1.57M | Buy |
12,293
+1,547
| +14% | +$197K | 0.22% | 103 |
|
|
2018
Q3 | $1.61M | Buy |
10,746
+1,126
| +12% | +$168K | 0.2% | 111 |
|
|
2018
Q2 | $1.35M | Buy |
9,620
+1,466
| +18% | +$206K | 0.18% | 123 |
|
|
2018
Q1 | $1.11M | Buy |
8,154
+496
| +6% | +$67.3K | 0.15% | 153 |
|
|
2017
Q4 | $1.05M | Sell |
7,658
-1,990
| -21% | -$273K | 0.15% | 161 |
|
|
2017
Q3 | $1.25M | Buy |
9,648
+211
| +2% | +$27.3K | 0.19% | 119 |
|
|
2017
Q2 | $1.17M | Buy |
9,437
+1,342
| +17% | +$167K | 0.2% | 116 |
|
|
2017
Q1 | $982K | Buy |
8,095
+1,659
| +26% | +$201K | 0.18% | 132 |
|
|
2016
Q4 | $742K | Buy |
6,436
+862
| +15% | +$99.4K | 0.15% | 167 |
|
|
2016
Q3 | $621K | Buy |
5,574
+3
| +0.1% | +$334 | 0.13% | 199 |
|
|
2016
Q2 | $597K | Sell |
5,571
-470
| -8% | -$50.4K | 0.13% | 185 |
|
|
2016
Q1 | $633K | Sell |
6,041
-22,124
| -79% | -$2.32M | 0.15% | 159 |
|
|
2015
Q4 | $2.94M | Sell |
28,165
-5,232
| -16% | -$546K | 0.7% | 28 |
|
|
2015
Q3 | $3.3M | Buy |
33,397
+1,678
| +5% | +$166K | 0.84% | 19 |
|
|
2015
Q2 | $3.39M | Buy |
31,719
+2,066
| +7% | +$221K | 0.82% | 20 |
|
|
2015
Q1 | $3.18M | Buy |
29,653
+689
| +2% | +$73.9K | 0.77% | 20 |
|
|
2014
Q4 | $3.07M | Buy |
28,964
+906
| +3% | +$96K | 0.77% | 21 |
|
|
2014
Q3 | $2.84M | Buy |
28,058
+941
| +3% | +$95.3K | 0.79% | 22 |
|
|
2014
Q2 | $2.76M | Sell |
27,117
-2,166
| -7% | -$220K | 0.78% | 21 |
|
|
2014
Q1 | $2.85M | Sell |
29,283
-4,367
| -13% | -$426K | 0.82% | 20 |
|
|
2013
Q4 | $3.23M | Sell |
33,650
-4,880
| -13% | -$468K | 0.92% | 18 |
|
|
2013
Q3 | $3.38M | Sell |
38,530
-3,032
| -7% | -$266K | 1.05% | 16 |
|
|
2013
Q2 | $3.44M | Buy |
+41,562
| New | +$3.44M | 1.2% | 16 |
|