LPWM LLC’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 | $2.04M | Sell |
6,701
-28
| -0.4% | -$8.51K | 0.59% | 28 |
|
|
2025
Q1 | $1.85M | Buy |
6,729
+59
| +0.9% | +$16.2K | 0.6% | 26 |
|
|
2024
Q4 | $1.93M | Sell |
6,670
-691
| -9% | -$200K | 0.62% | 29 |
|
|
2024
Q3 | $2.06M | Sell |
7,361
-1,016
| -12% | -$285K | 0.67% | 26 |
|
|
2024
Q2 | $2.28M | Buy |
8,377
+599
| +8% | +$163K | 0.79% | 26 |
|
|
2024
Q1 | $1.98M | Buy |
7,778
+464
| +6% | +$118K | 0.73% | 26 |
|
|
2023
Q4 | $1.7M | Buy |
7,314
+899
| +14% | +$210K | 0.67% | 25 |
|
|
2023
Q3 | $1.36M | Buy |
6,415
+656
| +11% | +$139K | 0.61% | 28 |
|
|
2023
Q2 | $1.27M | Sell |
5,759
-51
| -0.9% | -$11.3K | 0.56% | 26 |
|
|
2023
Q1 | $1.19M | Sell |
5,810
-33
| -0.6% | -$6.74K | 0.57% | 26 |
|
|
2022
Q4 | $1.14M | Sell |
5,843
-1,855
| -24% | -$363K | 0.62% | 25 |
|
|
2022
Q3 | $1.38M | Buy |
7,698
+577
| +8% | +$104K | 0.82% | 22 |
|
|
2022
Q2 | $1.39M | Sell |
7,121
-22
| -0.3% | -$4.28K | 0.77% | 23 |
|
|
2022
Q1 | $1.61M | Buy |
7,143
+37
| +0.5% | +$8.34K | 0.8% | 21 |
|
|
2021
Q4 | $1.72M | Buy |
7,106
+383
| +6% | +$92.5K | 0.91% | 17 |
|
|
2021
Q3 | $1.51M | Buy |
6,723
+178
| +3% | +$40.1K | 0.9% | 18 |
|
|
2021
Q2 | $1.48M | Sell |
6,545
-119
| -2% | -$26.9K | 0.89% | 17 |
|
|
2021
Q1 | $1.4M | Buy |
6,664
+684
| +11% | +$143K | 0.94% | 17 |
|
|
2020
Q4 | $1.16M | Sell |
5,980
-1,662
| -22% | -$324K | 0.87% | 18 |
|
|
2020
Q3 | $1.31M | Buy |
7,642
+54
| +0.7% | +$9.27K | 1.06% | 17 |
|
|
2020
Q2 | $1.19M | Buy |
7,588
+203
| +3% | +$31.8K | 1.08% | 17 |
|
|
2020
Q1 | $952K | Sell |
7,385
-1,556
| -17% | -$201K | 1.04% | 14 |
|
|
2019
Q4 | $1.46M | Buy |
+8,941
| New | +$1.46M | 1.35% | 14 |
|