Capasso Planning Partners’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 | $1.9M | Sell |
6,238
-3,451
| -36% | -$1.05M | 1.07% | 19 |
|
|
2025
Q1 | $2.66M | Sell |
9,689
-934
| -9% | -$257K | 1.11% | 20 |
|
|
2024
Q4 | $3.08M | Sell |
10,623
-2,900
| -21% | -$840K | 1.23% | 16 |
|
|
2024
Q3 | $3.83M | Sell |
13,523
-63
| -0.5% | -$17.8K | 1.13% | 16 |
|
|
2024
Q2 | $3.63M | Buy |
13,586
+1,498
| +12% | +$401K | 1.18% | 17 |
|
|
2024
Q1 | $3.14M | Sell |
12,088
-288
| -2% | -$74.9K | 1.3% | 17 |
|
|
2023
Q4 | $2.94M | Buy |
12,376
+16
| +0.1% | +$3.8K | 1.37% | 16 |
|
|
2023
Q3 | $2.63M | Sell |
12,360
-1,486
| -11% | -$316K | 1.4% | 19 |
|
|
2023
Q2 | $3.05M | Sell |
13,846
-1,283
| -8% | -$283K | 1.64% | 17 |
|
|
2023
Q1 | $3.09M | Sell |
15,129
-539
| -3% | -$110K | 1.81% | 18 |
|
|
2022
Q4 | $3M | Buy |
15,668
+964
| +7% | +$184K | 1.91% | 16 |
|
|
2022
Q3 | $2.64M | Buy |
14,704
+4,895
| +50% | +$879K | 1.84% | 16 |
|
|
2022
Q2 | $1.85M | Sell |
9,809
-544
| -5% | -$103K | 1.31% | 20 |
|
|
2022
Q1 | $2.36M | Buy |
10,353
+2,333
| +29% | +$531K | 1.66% | 16 |
|
|
2021
Q4 | $1.94M | Buy |
+8,020
| New | +$1.94M | 1.41% | 16 |
|