Lake Street Private Wealth’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
Q2 | $1.07M | Sell |
3,531
-815
| -19% | -$248K | 0.15% | 105 |
|
|
2025
Q1 | $1.19M | Sell |
4,346
-439
| -9% | -$121K | 0.19% | 96 |
|
|
2024
Q4 | $1.33M | Buy |
4,785
+1,205
| +34% | +$334K | 0.21% | 90 |
|
|
2024
Q3 | $1.01M | Sell |
3,580
-4,496
| -56% | -$1.27M | 0.16% | 106 |
|
|
2024
Q2 | $2.16M | Buy |
8,076
+281
| +4% | +$75.2K | 0.28% | 82 |
|
|
2024
Q1 | $2.03M | Buy |
7,795
+4,533
| +139% | +$1.18M | 0.28% | 86 |
|
|
2023
Q4 | $774K | Sell |
3,262
-47
| -1% | -$11.1K | 0.12% | 156 |
|
|
2023
Q3 | $705K | Buy |
3,309
+1
| +0% | +$213 | 0.13% | 154 |
|
|
2023
Q2 | $729K | Sell |
3,308
-68
| -2% | -$15K | 0.13% | 155 |
|
|
2023
Q1 | $689K | Buy |
3,376
+201
| +6% | +$41K | 0.13% | 155 |
|
|
2022
Q4 | $607K | Hold |
3,175
| – | – | 0.13% | 161 |
|
|
2022
Q3 | $570K | Sell |
3,175
-5
| -0.2% | -$898 | 0.13% | 150 |
|
|
2022
Q2 | $600K | Buy |
3,180
+77
| +2% | +$14.5K | 0.13% | 148 |
|
|
2022
Q1 | $706K | Sell |
3,103
-102
| -3% | -$23.2K | 0.13% | 154 |
|
|
2021
Q4 | $774K | Buy |
3,205
+1,680
| +110% | +$406K | 0.14% | 151 |
|
|
2021
Q3 | $339K | Buy |
+1,525
| New | +$339K | 0.08% | 173 |
|