LAS
LWM Advisory Services’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-160
| Closed | -$34K | – | 150 |
|
|
2023
Q3 | $34K | Buy |
+160
| New | +$34K | 0.04% | 102 |
|
|
2022
Q4 | – | Sell |
-1,394
| Closed | -$250K | – | 123 |
|
|
2022
Q3 | $250K | Buy |
+1,394
| New | +$250K | 0.28% | 95 |
|
|
2022
Q2 | – | Sell |
-1,122
| Closed | -$255K | – | 123 |
|
|
2022
Q1 | $255K | Buy |
1,122
+138
| +14% | +$31.4K | 0.32% | 92 |
|
|
2021
Q4 | $238K | Buy |
+984
| New | +$238K | 0.3% | 94 |
|