LWANC
Laurel Wealth Advisors (North Carolina)’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
904,752
+903,405
| +67,068% | +$2.97M | 0.04% | 169 |
|
|
2025
Q1 | $370K | Buy |
1,347
+152
| +13% | +$41.8K | 0.06% | 142 |
|
|
2024
Q4 | $346K | Buy |
1,195
+62
| +5% | +$18K | 0.05% | 143 |
|
|
2024
Q3 | $321K | Buy |
1,133
+33
| +3% | +$9.34K | 0.05% | 148 |
|
|
2024
Q2 | $294K | Hold |
1,100
| – | – | 0.05% | 146 |
|
|
2024
Q1 | $286K | Hold |
1,100
| – | – | 0.05% | 147 |
|
|
2023
Q4 | $261K | Hold |
1,100
| – | – | 0.05% | 153 |
|
|
2023
Q3 | $233K | Buy |
1,100
+1
| +0.1% | +$212 | 0.05% | 155 |
|
|
2023
Q2 | $242K | Sell |
1,099
-15
| -1% | -$3.3K | 0.05% | 155 |
|
|
2023
Q1 | $227K | Hold |
1,114
| – | – | 0.05% | 159 |
|
|
2022
Q4 | $213K | Sell |
1,114
-99
| -8% | -$18.9K | 0.05% | 158 |
|
|
2022
Q3 | $218K | Hold |
1,213
| – | – | 0.05% | 152 |
|
|
2022
Q2 | $229K | Buy |
1,213
+40
| +3% | +$7.55K | 0.06% | 145 |
|
|
2022
Q1 | $267K | Hold |
1,173
| – | – | 0.06% | 152 |
|
|
2021
Q4 | $283K | Buy |
1,173
+35
| +3% | +$8.44K | 0.06% | 142 |
|
|
2021
Q3 | $253K | Buy |
1,138
+69
| +6% | +$15.3K | 0.06% | 149 |
|
|
2021
Q2 | $238K | Hold |
1,069
| – | – | 0.05% | 157 |
|
|
2021
Q1 | $221K | Buy |
1,069
+2
| +0.2% | +$413 | 0.05% | 155 |
|
|
2020
Q4 | $208K | Hold |
1,067
| – | – | 0.05% | 151 |
|
|
2020
Q3 | $182K | Buy |
1,067
+355
| +50% | +$60.6K | 0.05% | 144 |
|
|
2020
Q2 | $111K | Hold |
712
| – | – | 0.04% | 168 |
|
|
2020
Q1 | $92K | Hold |
712
| – | – | 0.03% | 171 |
|
|
2019
Q4 | $117K | Hold |
712
| – | – | 0.04% | 172 |
|
|
2019
Q3 | $108K | Hold |
712
| – | – | 0.04% | 175 |
|
|
2019
Q2 | $107K | Hold |
712
| – | – | 0.04% | 174 |
|
|
2019
Q1 | $103K | Hold |
712
| – | – | 0.04% | 174 |
|
|
2018
Q4 | $91K | Buy |
+712
| New | +$91K | 0.04% | 170 |
|