Cornerstone Planning Group’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 | $222K | Sell |
720
-1,107
| -61% | -$342K | 0.05% | 81 |
|
|
2025
Q1 | $481K | Buy |
1,827
+1,336
| +272% | +$352K | 0.12% | 47 |
|
|
2024
Q4 | $146K | Sell |
491
-61
| -11% | -$18.1K | 0.04% | 90 |
|
|
2024
Q3 | $158K | Buy |
552
+2
| +0.4% | +$574 | 0.04% | 83 |
|
|
2024
Q2 | $140K | Sell |
550
-124
| -18% | -$31.6K | 0.04% | 108 |
|
|
2024
Q1 | $171K | Sell |
674
-700
| -51% | -$177K | 0.05% | 84 |
|
|
2023
Q4 | $326K | Sell |
1,374
-646
| -32% | -$153K | 0.11% | 57 |
|
|
2023
Q3 | $429K | Sell |
2,020
-1,802
| -47% | -$383K | 0.16% | 49 |
|
|
2023
Q2 | $842K | Buy |
+3,822
| New | +$842K | 0.33% | 33 |
|
|
2022
Q4 | $1.38M | Buy |
+7,060
| New | +$1.38M | 0.58% | 31 |
|