Laurel Wealth Advisors (North Carolina)’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
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|
2025
Q1 | $370K | Buy |
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|
2024
Q4 | $346K | Buy |
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|
2024
Q3 | $321K | Buy |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $286K | Hold |
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|
2023
Q4 | $261K | Hold |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $238K | Hold |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q4 | $208K | Hold |
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|
2020
Q3 | $182K | Buy |
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|
2020
Q2 | $111K | Hold |
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|
2020
Q1 | $92K | Hold |
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|
2019
Q4 | $117K | Hold |
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|
2019
Q3 | $108K | Hold |
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|
2019
Q2 | $107K | Hold |
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|
2019
Q1 | $103K | Hold |
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|
2018
Q4 | $91K | Buy |
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