Essential 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 | $16.6M | Buy |
54,460
+772
| +1% | +$235K | 6.16% | 4 |
|
|
2025
Q1 | $14.8M | Sell |
53,688
-3,169,606
| -98% | -$871M | 5.95% | 4 |
|
|
2024
Q4 | $940M | Buy |
3,223,294
+3,171,310
| +6,101% | +$925M | 6.12% | 4 |
|
|
2024
Q3 | $14.7M | Buy |
51,984
+417
| +0.8% | +$118K | 6.04% | 4 |
|
|
2024
Q2 | $13.8M | Sell |
51,567
-1,001
| -2% | -$268K | 6.07% | 4 |
|
|
2024
Q1 | $12.5M | Sell |
52,568
-13
| -0% | -$3.08K | 6.24% | 4 |
|
|
2023
Q4 | $12.5M | Sell |
52,581
-1,061
| -2% | -$252K | 6.3% | 4 |
|
|
2023
Q3 | $11.4M | Sell |
53,642
-1,254
| -2% | -$267K | 6.32% | 4 |
|
|
2023
Q2 | $12.1M | Buy |
54,896
+1,001
| +2% | +$220K | 6.89% | 3 |
|
|
2023
Q1 | $11M | Buy |
53,895
+11,839
| +28% | +$2.42M | 6.67% | 4 |
|
|
2022
Q4 | $7.57M | Buy |
42,056
+40,694
| +2,988% | +$7.32M | 5.8% | 3 |
|
|
2022
Q3 | $244K | Buy |
+1,362
| New | +$244K | 1.41% | 17 |
|