LJI Wealth Management’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 | $27.4M | Sell |
90,253
-25,332
| -22% | -$7.7M | 4.78% | 4 |
|
|
2025
Q1 | $31.8M | Sell |
115,585
-994
| -0.9% | -$273K | 6.33% | 3 |
|
|
2024
Q4 | $33.8M | Buy |
116,579
+65,903
| +130% | +$19.1M | 6.65% | 3 |
|
|
2024
Q3 | $14.3M | Buy |
50,676
+1,322
| +3% | +$374K | 2.93% | 8 |
|
|
2024
Q2 | $13.2M | Buy |
49,354
+1,740
| +4% | +$465K | 2.92% | 8 |
|
|
2024
Q1 | $12.4M | Buy |
47,614
+2,151
| +5% | +$559K | 3.2% | 7 |
|
|
2023
Q4 | $10.8M | Sell |
45,463
-11,716
| -20% | -$2.78M | 2.79% | 8 |
|
|
2023
Q3 | $12.1M | Buy |
57,179
+17,253
| +43% | +$3.66M | 3.5% | 6 |
|
|
2023
Q2 | $8.79M | Buy |
39,926
+1,213
| +3% | +$267K | 2.56% | 11 |
|
|
2023
Q1 | $7.9M | Buy |
38,713
+6,451
| +20% | +$1.32M | 2.5% | 11 |
|
|
2022
Q4 | $6.17M | Buy |
+32,262
| New | +$6.17M | 2.16% | 12 |
|