APP
Avantax Planning Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
10,518
-227
| -2% | -$69K | 0.1% | 109 |
|
|
2025
Q1 | $2.95M | Buy |
10,745
+43
| +0.4% | +$11.8K | 0.1% | 112 |
|
|
2024
Q4 | $3.1M | Buy |
10,702
+3,243
| +43% | +$940K | 0.11% | 105 |
|
|
2024
Q3 | $2.11M | Sell |
7,459
-3,374
| -31% | -$955K | 0.08% | 126 |
|
|
2024
Q2 | $2.9M | Sell |
10,833
-1,122
| -9% | -$300K | 0.09% | 115 |
|
|
2024
Q1 | $3.11M | Buy |
11,955
+1,628
| +16% | +$423K | 0.1% | 116 |
|
|
2023
Q4 | $2.45M | Sell |
10,327
-111
| -1% | -$26.3K | 0.09% | 101 |
|
|
2023
Q3 | $2.22M | Sell |
10,438
-15
| -0.1% | -$3.19K | 0.09% | 98 |
|
|
2023
Q2 | $2.3M | Buy |
10,453
+191
| +2% | +$42.1K | 0.09% | 97 |
|
|
2023
Q1 | $2.09M | Buy |
10,262
+413
| +4% | +$84.3K | 0.09% | 102 |
|
|
2022
Q4 | $1.88M | Buy |
9,849
+516
| +6% | +$98.7K | 0.07% | 113 |
|
|
2022
Q3 | $1.68M | Sell |
9,333
-841
| -8% | -$151K | 0.08% | 107 |
|
|
2022
Q2 | $1.92M | Sell |
10,174
-914
| -8% | -$172K | 0.08% | 105 |
|
|
2022
Q1 | $2.52M | Buy |
11,088
+61
| +0.6% | +$13.9K | 0.1% | 89 |
|
|
2021
Q4 | $2.66M | Sell |
11,027
-54
| -0.5% | -$13K | 0.11% | 83 |
|
|
2021
Q3 | $2.46M | Buy |
11,081
+6
| +0.1% | +$1.33K | 0.11% | 74 |
|
|
2021
Q2 | $2.47M | Buy |
11,075
+963
| +10% | +$215K | 0.12% | 75 |
|
|
2021
Q1 | $2.09M | Sell |
10,112
-1,561
| -13% | -$323K | 0.11% | 80 |
|
|
2020
Q4 | $2.27M | Buy |
11,673
+142
| +1% | +$27.6K | 0.12% | 74 |
|
|
2020
Q3 | $1.96M | Sell |
11,531
-1,095
| -9% | -$187K | 0.1% | 84 |
|
|
2020
Q2 | $1.98M | Buy |
12,626
+664
| +6% | +$104K | 0.11% | 77 |
|
|
2020
Q1 | $1.54M | Sell |
11,962
-263
| -2% | -$33.9K | 0.11% | 75 |
|
|
2019
Q4 | $2M | Sell |
12,225
-1,206
| -9% | -$197K | 0.12% | 70 |
|
|
2019
Q3 | $2.03M | Buy |
13,431
+763
| +6% | +$115K | 0.12% | 69 |
|
|
2019
Q2 | $1.92M | Buy |
12,668
+983
| +8% | +$149K | 0.12% | 69 |
|
|
2019
Q1 | $1.69M | Buy |
11,685
+741
| +7% | +$107K | 0.12% | 71 |
|
|
2018
Q4 | $1.4M | Sell |
10,944
-1,937
| -15% | -$247K | 0.11% | 77 |
|
|
2018
Q3 | $1.93M | Buy |
12,881
+1,388
| +12% | +$208K | 0.15% | 52 |
|
|
2018
Q2 | $1.61M | Buy |
11,493
+4,146
| +56% | +$582K | 0.14% | 54 |
|
|
2018
Q1 | $997K | Buy |
7,347
+150
| +2% | +$20.4K | 0.09% | 100 |
|
|
2017
Q4 | $988K | Sell |
7,197
-14,920
| -67% | -$2.05M | 0.09% | 100 |
|
|
2017
Q3 | $2.87M | Sell |
22,117
-738
| -3% | -$95.6K | 0.23% | 41 |
|
|
2017
Q2 | $2.84M | Sell |
22,855
-314
| -1% | -$39.1K | 0.24% | 41 |
|
|
2017
Q1 | $2.81M | Buy |
23,169
+14,743
| +175% | +$1.79M | 0.25% | 35 |
|
|
2016
Q4 | $972K | Buy |
+8,426
| New | +$972K | 0.1% | 96 |
|