Lakeridge Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Lakeridge Wealth Management LLC

$225 Billion
Q3 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,068 shares of VTI stock, worth $682,150. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,068

Previous 2,055 0.63%

Holding current value

$682,150

Previous $625 Million 8.66%

% of portfolio

0.3%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$303.93 - $329.86 $3,951 - $4,288	13 Added 0.63%	2,068 $679 Million
Q2 2025 Aug 07, 2025	BUY	$243.75 - $303.93 $4,143 - $5,166	17 Added 0.83%	2,055 $625 Million
Q1 2025 Apr 16, 2025	SELL	$271.18 - $303.12 $33,897 - $37,890	-125 Reduced 5.78%	2,038 $560 Million
Q3 2024 Oct 07, 2024	SELL	$255.18 - $283.2 $72,215 - $80,145	-283 Reduced 11.57%	2,163 $612 Million
Q2 2024 Aug 01, 2024	BUY	$245.23 - $269.4 $60,817 - $66,811	248 Added 11.28%	2,446 $654 Million

Q1 2024 Apr 29, 2024	BUY	$232.77 - $260.14 $65,873 - $73,619	283 Added 14.78%	2,198 $571 Million
Q4 2023 Feb 14, 2024	BUY	$203.12 - $238.25 $388,974 - $456,248	1,915 New	1,915 $454 Million

Others Institutions Holding VTI

# of Institutions

3,636

Shares Held

537M

Call Options Held

1.6M

Put Options Held

733K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Lakeridge Wealth Management LLC Vanguard Total Stock Market Et Transaction History