Capital Planning’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 | $1.5M | Sell |
4,905
-164
| -3% | -$50K | 0.47% | 31 |
|
|
2025
Q1 | $1.39M | Sell |
5,069
-403
| -7% | -$111K | 0.39% | 42 |
|
|
2024
Q4 | $1.59M | Buy |
5,472
+3,393
| +163% | +$983K | 0.42% | 40 |
|
|
2024
Q3 | $590K | Buy |
2,079
+88
| +4% | +$25K | 0.17% | 55 |
|
|
2024
Q2 | $535K | Hold |
1,991
| – | – | 0.16% | 53 |
|
|
2024
Q1 | $517K | Sell |
1,991
-237
| -11% | -$61.6K | 0.17% | 51 |
|
|
2023
Q4 | $529K | Sell |
2,228
-93
| -4% | -$22.1K | 0.19% | 53 |
|
|
2023
Q3 | $493K | Hold |
2,321
| – | – | 0.19% | 56 |
|
|
2023
Q2 | $511K | Sell |
2,321
-25
| -1% | -$5.51K | 0.2% | 53 |
|
|
2023
Q1 | $479K | Hold |
2,346
| – | – | 0.2% | 54 |
|
|
2022
Q4 | $449K | Buy |
2,346
+379
| +19% | +$72.5K | 0.2% | 60 |
|
|
2022
Q3 | $353K | Sell |
1,967
-5
| -0.3% | -$897 | 0.2% | 47 |
|
|
2022
Q2 | $372K | Sell |
1,972
-32
| -2% | -$6.04K | 0.2% | 47 |
|
|
2022
Q1 | $456K | Buy |
2,004
+6
| +0.3% | +$1.37K | 0.18% | 46 |
|
|
2021
Q4 | $482K | Sell |
1,998
-85
| -4% | -$20.5K | 0.18% | 53 |
|
|
2021
Q3 | $462K | Hold |
2,083
| – | – | 0.19% | 53 |
|
|
2021
Q2 | $464K | Hold |
2,083
| – | – | 0.2% | 52 |
|
|
2021
Q1 | $430K | Buy |
2,083
+1
| +0% | +$206 | 0.19% | 50 |
|
|
2020
Q4 | $405K | Buy |
+2,082
| New | +$405K | 0.19% | 54 |
|