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