Laurie J. Hall Trustee’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 | $8.06M | Sell |
26,529
-132
| -0.5% | -$40.1K | 2.67% | 10 |
|
|
2025
Q1 | $7.33M | Sell |
26,661
-7,100
| -21% | -$1.95M | 2.61% | 9 |
|
|
2024
Q4 | $9.78M | Sell |
33,761
-109
| -0.3% | -$31.6K | 3.21% | 5 |
|
|
2024
Q3 | $9.59M | Hold |
33,870
| – | – | 3.04% | 6 |
|
|
2024
Q2 | $9.06M | Sell |
33,870
-17
| -0.1% | -$4.55K | 3.15% | 5 |
|
|
2024
Q1 | $8.81M | Sell |
33,887
-24
| -0.1% | -$6.24K | 3.1% | 5 |
|
|
2023
Q4 | $8.05M | Sell |
33,911
-1
| -0% | -$237 | 3.08% | 4 |
|
|
2023
Q3 | $7.2M | Sell |
33,912
-51
| -0.2% | -$10.8K | 3.07% | 5 |
|
|
2023
Q2 | $7.48M | Buy |
33,963
+301
| +0.9% | +$66.3K | 2.97% | 6 |
|
|
2023
Q1 | $6.87M | Hold |
33,662
| – | – | 2.93% | 5 |
|
|
2022
Q4 | $6.44M | Buy |
33,662
+63
| +0.2% | +$12K | 2.9% | 6 |
|
|
2022
Q3 | $6.03M | Buy |
33,599
+3,777
| +13% | +$678K | 2.97% | 5 |
|
|
2022
Q2 | $5.63M | Hold |
29,822
| – | – | 2.63% | 8 |
|
|
2022
Q1 | $6.79M | Hold |
29,822
| – | – | 2.61% | 7 |
|
|
2021
Q4 | $7.2M | Sell |
29,822
-43
| -0.1% | -$10.4K | 2.55% | 9 |
|
|
2021
Q3 | $6.63M | Sell |
29,865
-265
| -0.9% | -$58.8K | 2.56% | 8 |
|
|
2021
Q2 | $6.71M | Hold |
30,130
| – | – | 2.53% | 7 |
|
|
2021
Q1 | $6.23M | Sell |
30,130
-105
| -0.3% | -$21.7K | 2.39% | 7 |
|
|
2020
Q4 | $5.89M | Hold |
30,235
| – | – | 2.38% | 8 |
|
|
2020
Q3 | $5.15M | Buy |
+30,235
| New | +$5.15M | 2.3% | 9 |
|
|
2019
Q4 | $4.95M | Sell |
30,235
-17,818
| -37% | -$2.92M | 2.28% | 11 |
|
|
2019
Q3 | $7.26M | Hold |
48,053
| – | – | 3.7% | 4 |
|
|
2019
Q2 | $7.21M | Sell |
48,053
-837
| -2% | -$126K | 3.74% | 3 |
|
|
2019
Q1 | $7.08M | Hold |
48,890
| – | – | 3.73% | 3 |
|
|
2018
Q4 | $6.89M | Sell |
48,890
-165
| -0.3% | -$23.3K | 3.8% | 3 |
|
|
2018
Q3 | $7.34M | Hold |
49,055
| – | – | 3.87% | 3 |
|
|
2018
Q2 | $6.89M | Buy |
49,055
+18,820
| +62% | +$2.64M | 3.96% | 3 |
|
|
2018
Q1 | $4.1M | Buy |
30,235
+1,050
| +4% | +$143K | 2.5% | 11 |
|
|
2017
Q4 | $4.01M | Buy |
29,185
+5,585
| +24% | +$767K | 2.28% | 12 |
|
|
2017
Q3 | $3.06M | Hold |
23,600
| – | – | 1.9% | 16 |
|
|
2017
Q2 | $2.94M | Hold |
23,600
| – | – | 1.88% | 15 |
|
|
2017
Q1 | $2.85M | Hold |
23,600
| – | – | 1.81% | 15 |
|
|
2016
Q4 | $2.77M | Buy |
+23,600
| New | +$2.77M | 1.77% | 14 |
|
|
2016
Q2 | $2.4M | Hold |
22,000
| – | – | 1.57% | 17 |
|
|
2016
Q1 | $2.35M | Hold |
22,000
| – | – | 1.48% | 18 |
|
|
2015
Q4 | $2.11M | Hold |
22,000
| – | – | 1.52% | 18 |
|
|
2015
Q3 | $2.17M | Hold |
22,000
| – | – | 1.73% | 19 |
|
|
2015
Q2 | $2.35M | Hold |
22,000
| – | – | 1.71% | 19 |
|
|
2015
Q1 | $2.36M | Hold |
22,000
| – | – | 1.72% | 19 |
|
|
2014
Q4 | $2.33M | Hold |
22,000
| – | – | 1.66% | 18 |
|
|
2014
Q3 | $2.23M | Hold |
22,000
| – | – | 1.67% | 18 |
|
|
2014
Q2 | $2.24M | Hold |
22,000
| – | – | 1.68% | 19 |
|
|
2014
Q1 | $2.14M | Hold |
22,000
| – | – | 1.66% | 19 |
|
|
2013
Q4 | $2.11M | Hold |
22,000
| – | – | 1.62% | 18 |
|
|
2013
Q3 | $1.93M | Buy |
22,000
+1,000
| +5% | +$87.6K | 1.62% | 18 |
|
|
2013
Q2 | $1.74M | Buy |
+21,000
| New | +$1.74M | 1.53% | 19 |
|