Lakeside Advisors’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 | $5.31M | Hold |
17,473
| – | – | 3.42% | 6 |
|
|
2025
Q1 | $4.8M | Hold |
17,473
| – | – | 3.18% | 6 |
|
|
2024
Q4 | $5.06M | Hold |
17,473
| – | – | 3.35% | 5 |
|
|
2024
Q3 | $4.95M | Hold |
17,473
| – | – | 3.11% | 6 |
|
|
2024
Q2 | $4.67M | Sell |
17,473
-2,427
| -12% | -$649K | 3.04% | 6 |
|
|
2024
Q1 | $5.17M | Hold |
19,900
| – | – | 3.31% | 6 |
|
|
2023
Q4 | $4.72M | Hold |
19,900
| – | – | 3.28% | 7 |
|
|
2023
Q3 | $4.23M | Hold |
19,900
| – | – | 3.25% | 6 |
|
|
2023
Q2 | $4.38M | Hold |
19,900
| – | – | 3.23% | 7 |
|
|
2023
Q1 | $4.06M | Hold |
19,900
| – | – | 3.14% | 6 |
|
|
2022
Q4 | $3.8M | Hold |
19,900
| – | – | 3.12% | 9 |
|
|
2022
Q3 | $3.57M | Hold |
19,900
| – | – | 3.2% | 10 |
|
|
2022
Q2 | $3.75M | Buy |
+19,900
| New | +$3.75M | 3.19% | 8 |
|