Walled Lake Planning & 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 | $926K | Buy |
3,046
+155
| +5% | +$47.1K | 0.3% | 47 |
|
|
2025
Q1 | $794K | Buy |
2,891
+11
| +0.4% | +$3.02K | 0.28% | 49 |
|
|
2024
Q4 | $835K | Buy |
2,880
+52
| +2% | +$15.1K | 0.31% | 47 |
|
|
2024
Q3 | $801K | Buy |
2,828
+158
| +6% | +$44.7K | 0.3% | 46 |
|
|
2024
Q2 | $714K | Buy |
2,670
+61
| +2% | +$16.3K | 0.29% | 45 |
|
|
2024
Q1 | $678K | Buy |
2,609
+238
| +10% | +$61.9K | 0.28% | 43 |
|
|
2023
Q4 | $562K | Buy |
+2,371
| New | +$562K | 0.26% | 43 |
|
|
2022
Q4 | – | Sell |
-3,652
| Closed | -$655K | – | 82 |
|
|
2022
Q3 | $655K | Sell |
3,652
-385
| -10% | -$69.1K | 0.46% | 38 |
|
|
2022
Q2 | $762K | Buy |
4,037
+464
| +13% | +$87.6K | 0.53% | 36 |
|
|
2022
Q1 | $813K | Buy |
3,573
+11
| +0.3% | +$2.5K | 0.48% | 37 |
|
|
2021
Q4 | $860K | Buy |
+3,562
| New | +$860K | 0.5% | 37 |
|