CFFP
Center for Financial Planning’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 | $2.3M | Sell |
7,582
-37
| -0.5% | -$11.2K | 0.26% | 32 |
|
|
2025
Q1 | $2.09M | Buy |
7,619
+206
| +3% | +$56.6K | 0.27% | 35 |
|
|
2024
Q4 | $2.15M | Buy |
7,413
+789
| +12% | +$229K | 0.29% | 29 |
|
|
2024
Q3 | $1.88M | Sell |
6,624
-151
| -2% | -$42.8K | 0.25% | 34 |
|
|
2024
Q2 | $1.81M | Hold |
6,775
| – | – | 0.26% | 35 |
|
|
2024
Q1 | $1.76M | Sell |
6,775
-550
| -8% | -$143K | 0.26% | 40 |
|
|
2023
Q4 | $1.74M | Buy |
7,325
+8
| +0.1% | +$1.9K | 0.32% | 32 |
|
|
2023
Q3 | $1.55M | Sell |
7,317
-9
| -0.1% | -$1.91K | 0.34% | 32 |
|
|
2023
Q2 | $1.61M | Sell |
7,326
-474
| -6% | -$104K | 0.34% | 33 |
|
|
2023
Q1 | $1.59M | Buy |
7,800
+496
| +7% | +$101K | 0.37% | 29 |
|
|
2022
Q4 | $1.4M | Sell |
7,304
-210
| -3% | -$40.2K | 0.34% | 33 |
|
|
2022
Q3 | $1.35M | Buy |
7,514
+55
| +0.7% | +$9.87K | 0.36% | 31 |
|
|
2022
Q2 | $1.41M | Hold |
7,459
| – | – | 0.36% | 32 |
|
|
2022
Q1 | $1.7M | Buy |
7,459
+86
| +1% | +$19.6K | 0.35% | 27 |
|
|
2021
Q4 | $1.78M | Buy |
7,373
+458
| +7% | +$111K | 0.36% | 26 |
|
|
2021
Q3 | $1.54M | Hold |
6,915
| – | – | 0.37% | 29 |
|
|
2021
Q2 | $1.54M | Hold |
6,915
| – | – | 0.38% | 32 |
|
|
2021
Q1 | $1.43M | Buy |
6,915
+417
| +6% | +$86.2K | 0.37% | 31 |
|
|
2020
Q4 | $1.27M | Hold |
6,498
| – | – | 0.36% | 33 |
|
|
2020
Q3 | $1.11M | Hold |
6,498
| – | – | 0.36% | 35 |
|
|
2020
Q2 | $1.02M | Hold |
6,498
| – | – | 0.36% | 36 |
|
|
2020
Q1 | $838K | Hold |
6,498
| – | – | 0.28% | 39 |
|
|
2019
Q4 | $1.06M | Buy |
+6,498
| New | +$1.06M | 0.27% | 34 |
|