Falcon Wealth 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
$3.12M Buy
2025
Q2
$1.84M Sell
2025
Q1
$1.75M Sell
2024
Q4
$1.9M Sell
2024
Q3
$1.88M Buy
2024
Q2
$1.56M Buy
2024
Q1
$1.51M Buy
2023
Q4
$1.35M Buy
2023
Q3
$965K Buy
2023
Q2
$981K Buy
2023
Q1
$367K Sell
2022
Q4
$362K Buy
2022
Q3
$318K Sell
2022
Q2
$364K Buy
2022
Q1
$398K Buy
2021
Q4
$278K Buy
2021
Q3
$244K Buy
2021
Q2
$230K Sell
2021
Q1
$239K Buy
2020
Q4
$205K Buy