Cypress Financial Planning’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
Q3 | $782K | Sell |
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|
2025
Q2 | $725K | Sell |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q4 | $593K | Buy |
|
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|
2024
Q3 | $563K | Sell |
|
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|
2024
Q2 | $547K | Buy |
|
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|
2024
Q1 | $449K | Buy |
|
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|
2023
Q4 | $360K | Sell |
|
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $327K | Buy |
|