Consolidated Planning Corp’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 | $685K | Sell |
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|
2025
Q1 | $644K | Buy |
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|
2024
Q4 | $659K | Buy |
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|
2024
Q3 | $586K | Sell |
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|
2024
Q2 | $605K | Sell |
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|
2024
Q1 | $649K | Sell |
|
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|
2023
Q4 | $23.5M | Buy |
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|
2023
Q3 | $20.8M | Buy |
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|
2023
Q2 | $20.1M | Sell |
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|
2023
Q1 | $28.6M | Buy |
|
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|
2022
Q4 | $26.8M | Sell |
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|
2022
Q3 | $25.3M | Sell |
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|
2022
Q2 | $53.4M | Sell |
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|
2022
Q1 | $64.6M | Buy |
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|
2021
Q4 | $68.4M | Sell |
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|
2021
Q3 | $63M | Buy |
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|
2021
Q2 | $62.1M | Sell |
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|
2021
Q1 | $69.3M | Sell |
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|
2020
Q4 | $65.6M | Buy |
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|
2020
Q3 | $56M | Sell |
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|
2020
Q2 | $52.1M | Buy |
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|
2020
Q1 | $42M | Buy |
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|
2019
Q4 | $52.4M | Buy |
|