Envision 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
Q2
$889K Hold
2025
Q1
$804K Sell
2024
Q4
$887K Buy
2024
Q3
$833K Hold
2024
Q2
$787K Hold
2024
Q1
$765K Buy
2023
Q4
$695K Buy
2023
Q3
$620K Buy