Larson Financial Group’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 | $4.5M | Buy |
14,791
+1,880
| +15% | +$571K | 0.18% | 113 |
|
|
2025
Q1 | $3.55M | Buy |
12,911
+512
| +4% | +$141K | 0.17% | 115 |
|
|
2024
Q4 | $3.59M | Sell |
12,399
-2,260
| -15% | -$655K | 0.19% | 98 |
|
|
2024
Q3 | $4.15M | Sell |
14,659
-1,663
| -10% | -$471K | 0.24% | 86 |
|
|
2024
Q2 | $4.37M | Buy |
16,322
+1,606
| +11% | +$430K | 0.3% | 63 |
|
|
2024
Q1 | $3.82M | Buy |
14,716
+2,765
| +23% | +$719K | 0.3% | 68 |
|
|
2023
Q4 | $2.83M | Buy |
11,951
+6,705
| +128% | +$1.59M | 0.25% | 72 |
|
|
2023
Q3 | $1.11M | Hold |
5,246
| – | – | 0.11% | 152 |
|
|
2023
Q2 | $1.16M | Buy |
5,246
+833
| +19% | +$183K | 0.12% | 149 |
|
|
2023
Q1 | $901K | Buy |
4,413
+263
| +6% | +$53.7K | 0.1% | 162 |
|
|
2022
Q4 | $794K | Buy |
4,150
+1,323
| +47% | +$253K | 0.1% | 159 |
|
|
2022
Q3 | $507K | Sell |
2,827
-1
| -0% | -$179 | 0.07% | 166 |
|
|
2022
Q2 | $533K | Buy |
2,828
+416
| +17% | +$78.4K | 0.09% | 102 |
|
|
2022
Q1 | $549K | Sell |
2,412
-264
| -10% | -$60.1K | 0.09% | 100 |
|
|
2021
Q4 | $646K | Buy |
2,676
+320
| +14% | +$77.3K | 0.1% | 93 |
|
|
2021
Q3 | $523K | Sell |
2,356
-2,012
| -46% | -$447K | 0.1% | 82 |
|
|
2021
Q2 | $973K | Sell |
4,368
-71
| -2% | -$15.8K | 0.23% | 49 |
|
|
2021
Q1 | $917K | Sell |
4,439
-210
| -5% | -$43.4K | 0.27% | 42 |
|
|
2020
Q4 | $905K | Buy |
4,649
+311
| +7% | +$60.5K | 0.31% | 40 |
|
|
2020
Q3 | $739K | Sell |
4,338
-394
| -8% | -$67.1K | 0.3% | 41 |
|
|
2020
Q2 | $741K | Buy |
4,732
+963
| +26% | +$151K | 0.35% | 48 |
|
|
2020
Q1 | $486K | Sell |
3,769
-70
| -2% | -$9.03K | 0.3% | 53 |
|
|
2019
Q4 | $628K | Buy |
3,839
+385
| +11% | +$63K | 0.36% | 45 |
|
|
2019
Q3 | $522K | Sell |
3,454
-748
| -18% | -$113K | 0.34% | 46 |
|
|
2019
Q2 | $631K | Buy |
4,202
+773
| +23% | +$116K | 0.47% | 32 |
|
|
2019
Q1 | $496K | Buy |
3,429
+13
| +0.4% | +$1.88K | 0.39% | 34 |
|
|
2018
Q4 | $436K | Buy |
3,416
+1,181
| +53% | +$151K | 0.4% | 36 |
|
|
2018
Q3 | $335K | Sell |
2,235
-1
| -0% | -$150 | 0.38% | 31 |
|
|
2018
Q2 | $314K | Buy |
2,236
+79
| +4% | +$11.1K | 0.36% | 35 |
|
|
2018
Q1 | $293K | Sell |
2,157
-556
| -20% | -$75.5K | 0.34% | 36 |
|
|
2017
Q4 | $372K | Buy |
+2,713
| New | +$372K | 0.31% | 51 |
|