Lauterbach Financial Advisors’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 | $493K | Hold |
1,621
| – | – | 0.27% | 46 |
|
|
2025
Q1 | $446K | Buy |
1,621
+710
| +78% | +$195K | 0.28% | 48 |
|
|
2024
Q4 | $264K | Buy |
911
+33
| +4% | +$9.57K | 0.16% | 58 |
|
|
2024
Q3 | $249K | Buy |
878
+21
| +2% | +$5.95K | 0.15% | 59 |
|
|
2024
Q2 | $225K | Buy |
857
+23
| +3% | +$6.05K | 0.15% | 60 |
|
|
2024
Q1 | $217K | Sell |
834
-524
| -39% | -$136K | 0.14% | 65 |
|
|
2023
Q4 | $322K | Buy |
1,358
+17
| +1% | +$4.03K | 0.22% | 41 |
|
|
2023
Q3 | $285K | Buy |
1,341
+24
| +2% | +$5.1K | 0.22% | 46 |
|
|
2023
Q2 | $290K | Sell |
1,317
-4,446
| -77% | -$980K | 0.22% | 46 |
|
|
2023
Q1 | $1.18M | Buy |
5,763
+286
| +5% | +$58.4K | 0.95% | 14 |
|
|
2022
Q4 | $1.05M | Buy |
5,477
+645
| +13% | +$123K | 0.93% | 14 |
|
|
2022
Q3 | $867K | Buy |
4,832
+2,388
| +98% | +$428K | 0.88% | 16 |
|
|
2022
Q2 | $461K | Buy |
+2,444
| New | +$461K | 0.44% | 25 |
|