Lokken Investment 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
Q2 | $4.62M | Sell |
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|
2025
Q1 | $4.76M | Sell |
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|
2024
Q4 | $5.09M | Sell |
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|
2024
Q3 | $6.17M | Buy |
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|
2024
Q2 | $5.7M | Buy |
|
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|
2024
Q1 | $5.16M | Buy |
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|
2023
Q4 | $4.35M | Buy |
|
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|
2023
Q3 | $3.07M | Sell |
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|
2023
Q2 | $3.31M | Buy |
|
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|
2023
Q1 | $2.92M | Sell |
|
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|
2022
Q4 | $3.14M | Buy |
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|
2022
Q3 | $2.92M | Buy |
|
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|
2022
Q2 | $3.02M | Sell |
|
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|
2022
Q1 | $3.32M | Buy |
|
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|
2021
Q4 | $3.37M | Sell |
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|
2021
Q3 | $3.19M | Buy |
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|
2021
Q2 | $3.15M | Sell |
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|
2021
Q1 | $2.94M | Sell |
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|
2020
Q4 | $3.09M | Buy |
|