LRI Investments’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 | $4.3M | Buy |
14,159
+334
| +2% | +$102K | 0.37% | 30 |
|
|
2025
Q1 | $3.8M | Buy |
13,825
+2,517
| +22% | +$692K | 0.37% | 32 |
|
|
2024
Q4 | $3.28M | Buy |
11,308
+1,520
| +16% | +$441K | 0.32% | 29 |
|
|
2024
Q3 | $2.88M | Buy |
9,788
+3,519
| +56% | +$1.03M | 0.28% | 31 |
|
|
2024
Q2 | $1.68M | Hold |
6,269
| – | – | 0.19% | 43 |
|
|
2024
Q1 | $1.63M | Buy |
+6,269
| New | +$1.63M | 0.41% | 35 |
|