LWM
Lakeridge 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 | $625K | Buy |
2,055
+17
| +0.8% | +$5.17K | 0.29% | 65 |
|
|
2025
Q1 | $560K | Sell |
2,038
-125
| -6% | -$34.4K | 0.28% | 70 |
|
|
2024
Q4 | $627K | Hold |
2,163
| – | – | 0.32% | 62 |
|
|
2024
Q3 | $612K | Sell |
2,163
-283
| -12% | -$80.1K | 0.34% | 61 |
|
|
2024
Q2 | $654K | Buy |
2,446
+248
| +11% | +$66.3K | 0.39% | 50 |
|
|
2024
Q1 | $571K | Buy |
2,198
+283
| +15% | +$73.6K | 0.37% | 56 |
|
|
2023
Q4 | $454K | Buy |
+1,915
| New | +$454K | 0.33% | 63 |
|