Luminvest 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 | $77M | Buy |
252,398
+2,023
| +0.8% | +$617K | 27.61% | 1 |
|
|
2025
Q1 | $68.8M | Buy |
250,375
+1,579
| +0.6% | +$434K | 28.36% | 1 |
|
|
2024
Q4 | $72.1M | Buy |
248,796
+14,284
| +6% | +$4.14M | 29.11% | 1 |
|
|
2024
Q3 | $66.9M | Buy |
234,512
+10,593
| +5% | +$3.02M | 27.77% | 1 |
|
|
2024
Q2 | $60.2M | Buy |
223,919
+55,089
| +33% | +$14.8M | 28.27% | 1 |
|
|
2024
Q1 | $46.3M | Buy |
168,830
+4,023
| +2% | +$1.1M | 29.15% | 1 |
|
|
2023
Q4 | $44.1M | Buy |
+164,807
| New | +$44.1M | 28.89% | 1 |
|