Lodestone 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 | $3.24M | Buy |
10,660
+35
| +0.3% | +$10.6K | 1.58% | 16 |
|
|
2025
Q1 | $2.92M | Buy |
10,625
+23
| +0.2% | +$6.32K | 1.55% | 15 |
|
|
2024
Q4 | $3.07M | Hold |
10,602
| – | – | 1.54% | 19 |
|
|
2024
Q3 | $3M | Sell |
10,602
-177
| -2% | -$50.1K | 1.5% | 22 |
|
|
2024
Q2 | $2.88M | Sell |
10,779
-38
| -0.4% | -$10.2K | 1.52% | 20 |
|
|
2024
Q1 | $2.81M | Sell |
10,817
-25
| -0.2% | -$6.5K | 1.47% | 20 |
|
|
2023
Q4 | $2.57M | Sell |
10,842
-56
| -0.5% | -$13.3K | 1.49% | 18 |
|
|
2023
Q3 | $2.31M | Sell |
10,898
-697
| -6% | -$148K | 1.62% | 16 |
|
|
2023
Q2 | $2.55M | Sell |
11,595
-135
| -1% | -$29.7K | 1.75% | 14 |
|
|
2023
Q1 | $2.39M | Sell |
11,730
-147
| -1% | -$30K | 1.85% | 11 |
|
|
2022
Q4 | $2.27M | Buy |
+11,877
| New | +$2.27M | 1.83% | 12 |
|