Capital Planning’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
Q3 | $1.48M | Sell |
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|
2025
Q2 | $1.5M | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $590K | Buy |
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|
2024
Q2 | $535K | Hold |
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|
2024
Q1 | $517K | Sell |
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $493K | Hold |
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|
2023
Q2 | $511K | Sell |
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|
2023
Q1 | $479K | Hold |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | $482K | Sell |
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|
2021
Q3 | $462K | Hold |
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|
2021
Q2 | $464K | Hold |
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|
2021
Q1 | $430K | Buy |
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|
2020
Q4 | $405K | Buy |
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