Laurel Wealth Planning’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
Q3 | $262K | Hold |
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|
2025
Q2 | $242K | Sell |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $285K | Sell |
|
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|
2024
Q3 | $293K | Sell |
|
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|
2024
Q2 | $277K | Hold |
|
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $376K | Buy |
|
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|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $375K | Sell |
|
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $467K | Buy |
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|
2022
Q2 | $490K | Sell |
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|
2022
Q1 | $754K | Sell |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $1.78M | Sell |
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|
2021
Q1 | $2.35M | Sell |
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|
2020
Q4 | $2.49M | Buy |
|