Lockerman Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lockerman Financial Group’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$261K	Buy	706 +41	+6%	+$14.7K	0.4%	77
2026 Q1	$213K	Sell	665 -21	-3%	-$7.05K	0.38%	83
2025 Q4	$230K	Hold	686	–	–	0.44%	73
2025 Q3	$225K	Sell	686 -37	-5%	-$11.7K	0.28%	110
2025 Q2	$220K	Buy	+723	New	+$203K	0.3%	114
2025 Q1	–	Sell	-1,376	Closed	-$399K	–	123
2024 Q4	$399K	Sell	1,376 -5	-0.4%	-$1.46K	0.68%	45
2024 Q3	$391K	Sell	1,381 -11	-0.8%	-$3K	0.66%	49
2024 Q2	$372K	Sell	1,392 -9	-0.6%	-$2.33K	0.68%	46
2024 Q1	$364K	Sell	1,401 -2	-0.1%	-$495	0.7%	44
2023 Q4	$333K	Buy	1,403 +134	+11%	+$29.6K	0.77%	41
2023 Q3	$270K	Buy	1,269 +280	+28%	+$62K	0.73%	51
2023 Q2	$218K	Buy	+989	New	+$206K	0.61%	62

Other funds holding VTI

Narodna banka Slovenska Bratislava $3.49B AUM

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return