LM 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 | $10.6M | Buy |
34,918
+26
| +0.1% | +$7.9K | 1.37% | 12 |
|
|
2025
Q1 | $9.59M | Sell |
34,892
-788
| -2% | -$217K | 1.73% | 11 |
|
|
2024
Q4 | $10.3M | Sell |
35,680
-171
| -0.5% | -$49.6K | 1.85% | 11 |
|
|
2024
Q3 | $10.2M | Buy |
35,851
+53
| +0.1% | +$15K | 2.06% | 10 |
|
|
2024
Q2 | $9.58M | Sell |
35,798
-4,351
| -11% | -$1.16M | 0.02% | 32 |
|
|
2024
Q1 | $10.4M | Buy |
40,149
+3,946
| +11% | +$1.03M | 1.66% | 11 |
|
|
2023
Q4 | $8.59M | Buy |
+36,203
| New | +$8.59M | 1.73% | 12 |
|