Lauer Wealth’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 | $780K | Hold |
2,496
| – | – | 0.64% | 19 |
|
2025
Q1 | $681K | Sell |
2,496
-2,416
| -49% | -$659K | 0.52% | 23 |
|
2024
Q4 | $1.42M | Buy |
4,912
+581
| +13% | +$168K | 0.95% | 16 |
|
2024
Q3 | $1.23M | Buy |
4,331
+139
| +3% | +$39.6K | 0.95% | 17 |
|
2024
Q2 | $1.15M | Buy |
4,192
+71
| +2% | +$19.4K | 0.9% | 17 |
|
2024
Q1 | $1.06M | Buy |
4,121
+684
| +20% | +$176K | 0.92% | 19 |
|
2023
Q4 | $827K | Buy |
3,437
+931
| +37% | +$224K | 0.77% | 21 |
|
2023
Q3 | $541K | Sell |
2,506
-27
| -1% | -$5.83K | 0.58% | 25 |
|
2023
Q2 | $571K | Buy |
2,533
+109
| +4% | +$24.6K | 0.59% | 25 |
|
2023
Q1 | $497K | Buy |
+2,424
| New | +$497K | 0.62% | 22 |
|