LGT 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 | $1.02M | Buy |
3,341
+750
| +29% | +$228K | 2.58% | 9 |
|
|
2025
Q1 | $712K | Buy |
2,591
+1,790
| +223% | +$492K | 2.17% | 13 |
|
|
2024
Q4 | $232K | Sell |
801
-2,011
| -72% | -$583K | 0.51% | 38 |
|
|
2024
Q3 | $796K | Sell |
2,812
-2,352
| -46% | -$666K | 1.96% | 12 |
|
|
2024
Q2 | $1.38M | Sell |
5,164
-100
| -2% | -$26.7K | 2.91% | 5 |
|
|
2024
Q1 | $1.37M | Sell |
5,264
-310
| -6% | -$80.6K | 1.59% | 10 |
|
|
2023
Q4 | $1.32M | Sell |
5,574
-1
| -0% | -$237 | 1.62% | 11 |
|
|
2023
Q3 | $1.18M | Buy |
5,575
+651
| +13% | +$138K | 1.51% | 11 |
|
|
2023
Q2 | $1.08M | Buy |
+4,924
| New | +$1.08M | 1.15% | 17 |
|
|
2023
Q1 | – | Sell |
-4,633
| Closed | -$886K | – | 198 |
|
|
2022
Q4 | $886K | Buy |
+4,633
| New | +$886K | 1.04% | 19 |
|