Lutz Financial Services’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 | $1.07M | Hold |
3,535
| – | – | 0.08% | 60 |
|
|
2025
Q1 | $972K | Hold |
3,535
| – | – | 0.08% | 60 |
|
|
2024
Q4 | $1.02M | Sell |
3,535
-129
| -4% | -$37.4K | 0.08% | 59 |
|
|
2024
Q3 | $1.04M | Buy |
3,664
+190
| +5% | +$53.8K | 0.08% | 60 |
|
|
2024
Q2 | $929K | Hold |
3,474
| – | – | 0.08% | 61 |
|
|
2024
Q1 | $903K | Sell |
3,474
-53
| -2% | -$13.8K | 0.08% | 60 |
|
|
2023
Q4 | $837K | Sell |
3,527
-1,262
| -26% | -$299K | 0.08% | 59 |
|
|
2023
Q3 | $1.02M | Sell |
4,789
-143
| -3% | -$30.4K | 0.11% | 53 |
|
|
2023
Q2 | $1.09M | Buy |
4,932
+143
| +3% | +$31.5K | 0.12% | 54 |
|
|
2023
Q1 | $978K | Hold |
4,789
| – | – | 0.11% | 52 |
|
|
2022
Q4 | $916K | Sell |
4,789
-4,100
| -46% | -$784K | 0.11% | 52 |
|
|
2022
Q3 | $1.6M | Buy |
8,889
+4,015
| +82% | +$720K | 0.22% | 43 |
|
|
2022
Q2 | $919K | Hold |
4,874
| – | – | 0.12% | 47 |
|
|
2022
Q1 | $1.11M | Buy |
4,874
+509
| +12% | +$116K | 0.14% | 44 |
|
|
2021
Q4 | $1.05M | Hold |
4,365
| – | – | 0.13% | 45 |
|
|
2021
Q3 | $969K | Hold |
4,365
| – | – | 0.13% | 48 |
|
|
2021
Q2 | $973K | Sell |
4,365
-272
| -6% | -$60.6K | 0.13% | 47 |
|
|
2021
Q1 | $959K | Sell |
4,637
-2,751
| -37% | -$569K | 0.14% | 43 |
|
|
2020
Q4 | $1.44M | Buy |
7,388
+891
| +14% | +$173K | 0.24% | 42 |
|
|
2020
Q3 | $1.11M | Buy |
6,497
+25
| +0.4% | +$4.26K | 0.21% | 44 |
|
|
2020
Q2 | $1.01M | Sell |
6,472
-1,375
| -18% | -$215K | 0.21% | 44 |
|
|
2020
Q1 | $1.01M | Sell |
7,847
-444
| -5% | -$57.3K | 0.22% | 45 |
|
|
2019
Q4 | $1.36M | Buy |
8,291
+40
| +0.5% | +$6.55K | 0.24% | 43 |
|
|
2019
Q3 | $1.25M | Buy |
8,251
+102
| +1% | +$15.4K | 0.24% | 43 |
|
|
2019
Q2 | $1.22M | Buy |
+8,149
| New | +$1.22M | 0.24% | 42 |
|
|
2018
Q4 | – | Sell |
-1,490
| Closed | -$223K | – | 66 |
|
|
2018
Q3 | $223K | Sell |
1,490
-1,404
| -49% | -$210K | 0.05% | 51 |
|
|
2018
Q2 | $406K | Sell |
2,894
-7
| -0.2% | -$982 | 0.12% | 36 |
|
|
2018
Q1 | $394K | Sell |
2,901
-296
| -9% | -$40.2K | 0.12% | 37 |
|
|
2017
Q4 | $439K | Buy |
+3,197
| New | +$439K | 0.13% | 39 |
|