Compass Planning Associates’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	$6M	Sell	19,752 -298	-1%	-$90.6K	5.51%	6
2025 Q1	$5.51M	Buy	20,050 +7,702	+62%	+$2.12M	5.57%	5
2024 Q4	$3.58M	Buy	+12,348	New	+$3.58M	3.63%	7