Lockerman Financial Group’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 | $220K | Buy |
+723
| New | +$220K | 0.3% | 114 |
|
|
2025
Q1 | – | Sell |
-1,376
| Closed | -$399K | – | 123 |
|
|
2024
Q4 | $399K | Sell |
1,376
-5
| -0.4% | -$1.45K | 0.68% | 45 |
|
|
2024
Q3 | $391K | Sell |
1,381
-11
| -0.8% | -$3.12K | 0.66% | 49 |
|
|
2024
Q2 | $372K | Sell |
1,392
-9
| -0.6% | -$2.41K | 0.68% | 46 |
|
|
2024
Q1 | $364K | Sell |
1,401
-2
| -0.1% | -$520 | 0.7% | 44 |
|
|
2023
Q4 | $333K | Buy |
1,403
+134
| +11% | +$31.8K | 0.77% | 41 |
|
|
2023
Q3 | $270K | Buy |
1,269
+280
| +28% | +$59.5K | 0.73% | 51 |
|
|
2023
Q2 | $218K | Buy |
+989
| New | +$218K | 0.61% | 62 |
|