LAM
Lummis Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
1,073
-522
| -33% | -$159K | 0.21% | 50 |
|
|
2025
Q1 | $438K | Sell |
1,595
-30
| -2% | -$8.25K | 0.3% | 45 |
|
|
2024
Q4 | $471K | Buy |
1,625
+30
| +2% | +$8.69K | 0.6% | 34 |
|
|
2024
Q3 | $452K | Sell |
1,595
-31
| -2% | -$8.78K | 0.53% | 35 |
|
|
2024
Q2 | $435K | Hold |
1,626
| – | – | 0.57% | 36 |
|
|
2024
Q1 | $423K | Buy |
1,626
+94
| +6% | +$24.4K | 0.57% | 35 |
|
|
2023
Q4 | $363K | Buy |
+1,532
| New | +$363K | 0.28% | 47 |
|