Lantern Wealth 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 | $3.98M | Buy |
+13,107
| New | +$3.98M | 2.37% | 8 |
|
|
2024
Q4 | $3.79M | Buy |
13,069
+5
| +0% | +$1.45K | 2.46% | 8 |
|
|
2024
Q3 | $3.7M | Sell |
13,064
-598
| -4% | -$169K | 2.56% | 7 |
|
|
2024
Q2 | $3.65M | Buy |
13,662
+1,050
| +8% | +$281K | 2.65% | 7 |
|
|
2024
Q1 | $3.28M | Buy |
12,612
+422
| +3% | +$110K | 2.3% | 7 |
|
|
2023
Q4 | $2.89M | Buy |
+12,190
| New | +$2.89M | 2.27% | 10 |
|