Lederer & Associates Investment Counsel’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
2024
Q4
Sell
-2,799
Closed -$793K 88
2024
Q3
$793K Hold
2,799
0.56% 61
2024
Q2
$749K Hold
2,799
0.54% 64
2024
Q1
$727K Hold
2,799
0.51% 64
2023
Q4
$664K Buy
+2,799
New +$664K 0.49% 65