Cypress Financial Planning’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 | $725K | Sell |
2,385
-5
| -0.2% | -$1.52K | 0.24% | 36 |
|
|
2025
Q1 | $657K | Buy |
2,390
+344
| +17% | +$94.6K | 0.23% | 35 |
|
|
2024
Q4 | $593K | Buy |
2,046
+59
| +3% | +$17.1K | 0.22% | 37 |
|
|
2024
Q3 | $563K | Sell |
1,987
-56
| -3% | -$15.9K | 0.21% | 36 |
|
|
2024
Q2 | $547K | Buy |
2,043
+315
| +18% | +$84.3K | 0.23% | 33 |
|
|
2024
Q1 | $449K | Buy |
1,728
+182
| +12% | +$47.3K | 0.21% | 38 |
|
|
2023
Q4 | $360K | Sell |
1,546
-210
| -12% | -$48.9K | 0.33% | 22 |
|
|
2023
Q3 | $373K | Sell |
1,756
-35
| -2% | -$7.44K | 0.21% | 40 |
|
|
2023
Q2 | $396K | Buy |
1,791
+61
| +4% | +$13.5K | 0.22% | 36 |
|
|
2023
Q1 | $354K | Sell |
1,730
-85
| -5% | -$17.4K | 0.22% | 40 |
|
|
2022
Q4 | $346K | Buy |
1,815
+76
| +4% | +$14.5K | 0.23% | 39 |
|
|
2022
Q3 | $312K | Buy |
1,739
+5
| +0.3% | +$897 | 0.22% | 41 |
|
|
2022
Q2 | $327K | Buy |
+1,734
| New | +$327K | 0.22% | 41 |
|