VTI Vanguard Total Stock Market

Ownership history in LAM GROUP, INC.  ·  13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in Vanguard Total Stock Market (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.63% (2024 Q2)
Avg. % of fund
3.29%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,257 -50 -0.3% 2.93% $5.1M $335.27
2025 Q3 REDUCED 15,307 -600 -3.8% 3.11% $5.0M $327.24
2025 Q2 REDUCED 15,907 -300 -1.9% 3.23% $4.8M $302.23
2025 Q1 REDUCED 16,207 -55 -0.3% 3.28% $4.5M $272.48
2024 Q4 ADDED 16,262 +250 +1.6% 3.36% $4.7M $286.32
2024 Q3 REDUCED 16,012 -70 -0.4% 3.21% $4.5M $278.85
2024 Q2 UNCHANGED 16,082 0% 3.63% $4.3M $262.63
2024 Q1 ADDED 16,082 +750 +4.9% 3.41% $4.2M $254.25
2023 Q4 REDUCED 15,332 -1,675 -9.8% 3.31% $3.6M $231.25
2023 Q3 ADDED 17,007 +750 +4.6% 3.55% $3.6M $206.18
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTI price (monthly, adj. close)
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