LWP
Laurel Wealth Planning’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 | $242K | Sell |
797
-100
| -11% | -$30.4K | 0.14% | 52 |
|
|
2025
Q1 | $247K | Sell |
897
-85
| -9% | -$23.4K | 0.16% | 47 |
|
|
2024
Q4 | $285K | Sell |
982
-51
| -5% | -$14.8K | 0.18% | 45 |
|
|
2024
Q3 | $293K | Sell |
1,033
-2
| -0.2% | -$567 | 0.19% | 46 |
|
|
2024
Q2 | $277K | Hold |
1,035
| – | – | 0.19% | 46 |
|
|
2024
Q1 | $269K | Sell |
1,035
-548
| -35% | -$142K | 0.18% | 48 |
|
|
2023
Q4 | $376K | Buy |
1,583
+291
| +23% | +$69.1K | 0.27% | 43 |
|
|
2023
Q3 | $274K | Sell |
1,292
-409
| -24% | -$86.7K | 0.21% | 45 |
|
|
2023
Q2 | $375K | Sell |
1,701
-8
| -0.5% | -$1.76K | 0.27% | 47 |
|
|
2023
Q1 | $349K | Sell |
1,709
-690
| -29% | -$141K | 0.23% | 51 |
|
|
2022
Q4 | $459K | Sell |
2,399
-201
| -8% | -$38.4K | 0.3% | 47 |
|
|
2022
Q3 | $467K | Buy |
2,600
+1
| +0% | +$180 | 0.34% | 46 |
|
|
2022
Q2 | $490K | Sell |
2,599
-711
| -21% | -$134K | 0.34% | 46 |
|
|
2022
Q1 | $754K | Sell |
3,310
-1,683
| -34% | -$383K | 0.51% | 42 |
|
|
2021
Q4 | $1.21M | Sell |
4,993
-1,825
| -27% | -$441K | 0.91% | 32 |
|
|
2021
Q3 | $1.51M | Sell |
6,818
-1,155
| -14% | -$256K | 1.22% | 24 |
|
|
2021
Q2 | $1.78M | Sell |
7,973
-3,375
| -30% | -$752K | 1.55% | 21 |
|
|
2021
Q1 | $2.35M | Sell |
11,348
-1,456
| -11% | -$301K | 2.15% | 20 |
|
|
2020
Q4 | $2.49M | Buy |
+12,804
| New | +$2.49M | 2.43% | 19 |
|