Essential 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 | $19M | Buy |
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|
2025
Q2 | $16.6M | Buy |
|
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|
2025
Q1 | $14.8M | Sell |
|
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|
2024
Q4 | $940M | Buy |
|
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|
2024
Q3 | $14.7M | Buy |
|
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|
2024
Q2 | $13.8M | Sell |
|
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|
2024
Q1 | $12.5M | Sell |
|
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|
2023
Q4 | $12.5M | Sell |
|
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|
2023
Q3 | $11.4M | Sell |
|
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|
2023
Q2 | $12.1M | Buy |
|
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|
2023
Q1 | $11M | Buy |
|
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|
2022
Q4 | $7.57M | Buy |
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|
2022
Q3 | $244K | Buy |
|