Lane & Associates’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 | $15.2M | Buy |
55,309
+2,296
| +4% | +$631K | 8.19% | 1 |
|
|
2024
Q4 | $15.8M | Buy |
53,013
+4,745
| +10% | +$1.42M | 8.18% | 2 |
|
|
2024
Q3 | $13.7M | Buy |
48,268
+2,356
| +5% | +$667K | 7.44% | 2 |
|
|
2024
Q2 | $12.3M | Buy |
45,912
+5,117
| +13% | +$1.37M | 7.24% | 2 |
|
|
2024
Q1 | $10.6M | Buy |
40,795
+11,726
| +40% | +$3.05M | 6.67% | 2 |
|
|
2023
Q4 | $6.9M | Sell |
29,069
-103
| -0.4% | -$24.4K | 5.02% | 3 |
|
|
2023
Q3 | $6.2M | Buy |
29,172
+2,481
| +9% | +$527K | 4.98% | 4 |
|
|
2023
Q2 | $5.88M | Buy |
26,691
+6,949
| +35% | +$1.53M | 4.68% | 4 |
|
|
2023
Q1 | $4.03M | Buy |
19,742
+3,508
| +22% | +$716K | 3.59% | 6 |
|
|
2022
Q4 | $3.1M | Buy |
+16,234
| New | +$3.1M | 2.94% | 8 |
|