Envision 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 | $889K | Hold |
2,925
| – | – | 0.42% | 32 |
|
|
2025
Q1 | $804K | Sell |
2,925
-136
| -4% | -$37.4K | 0.41% | 28 |
|
|
2024
Q4 | $887K | Buy |
3,061
+119
| +4% | +$34.5K | 0.46% | 28 |
|
|
2024
Q3 | $833K | Hold |
2,942
| – | – | 0.44% | 24 |
|
|
2024
Q2 | $787K | Hold |
2,942
| – | – | 0.6% | 20 |
|
|
2024
Q1 | $765K | Buy |
2,942
+10
| +0.3% | +$2.6K | 0.62% | 20 |
|
|
2023
Q4 | $695K | Buy |
2,932
+13
| +0.4% | +$3.08K | 0.61% | 21 |
|
|
2023
Q3 | $620K | Buy |
+2,919
| New | +$620K | 0.61% | 21 |
|