Walled Lake Planning & Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Buy |
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|
2025
Q1 | $794K | Buy |
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|
2024
Q4 | $835K | Buy |
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|
2024
Q3 | $801K | Buy |
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|
2024
Q2 | $714K | Buy |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $562K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $655K | Sell |
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|
2022
Q2 | $762K | Buy |
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|
2022
Q1 | $813K | Buy |
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|
2021
Q4 | $860K | Buy |
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