Capital Planning Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Hold |
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|
2025
Q1 | $820K | Buy |
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|
2024
Q4 | $804K | Hold |
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|
2024
Q3 | $786K | Sell |
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|
2024
Q2 | $743K | Hold |
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|
2024
Q1 | $721K | Hold |
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|
2023
Q4 | $658K | Buy |
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|
2023
Q3 | $589K | Hold |
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|
2023
Q2 | $611K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $513K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $270K | Sell |
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|
2019
Q3 | $260K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $206K | Sell |
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|
2017
Q4 | $218K | Sell |
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|
2017
Q3 | $256K | Sell |
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|
2017
Q2 | $378K | Sell |
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|
2017
Q1 | $1.9M | Buy |
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|
2016
Q4 | $1.56M | Buy |
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|
2016
Q3 | $1.42M | Sell |
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|
2016
Q2 | $1.46M | Sell |
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|
2016
Q1 | $1.43M | Sell |
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|
2015
Q4 | $1.62M | Sell |
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|
2015
Q3 | $1.91M | Buy |
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|
2015
Q2 | $1.37M | Buy |
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|
2015
Q1 | $1.21M | Buy |
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|
2014
Q4 | $483K | Buy |
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