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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Sell
2025
Q2
$220K Buy
2025
Q1
Sell
2024
Q4
$399K Sell
2024
Q3
$391K Sell
2024
Q2
$372K Sell
2024
Q1
$364K Sell
2023
Q4
$333K Buy
2023
Q3
$270K Buy
2023
Q2
$218K Buy