Fee-Only 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 | $2.82M | Buy |
9,264
+144
| +2% | +$43.8K | 1.74% | 10 |
|
|
2025
Q1 | $2.51M | Sell |
9,120
-361
| -4% | -$99.2K | 1.71% | 10 |
|
|
2024
Q4 | $2.75M | Sell |
9,481
-244
| -3% | -$70.7K | 1.77% | 10 |
|
|
2024
Q3 | $2.75M | Sell |
9,725
-357
| -4% | -$101K | 1.76% | 10 |
|
|
2024
Q2 | $2.7M | Buy |
10,082
+129
| +1% | +$34.5K | 1.82% | 10 |
|
|
2024
Q1 | $2.59M | Sell |
9,953
-188
| -2% | -$48.9K | 1.75% | 10 |
|
|
2023
Q4 | $2.41M | Buy |
10,141
+3
| +0% | +$712 | 1.74% | 10 |
|
|
2023
Q3 | $2.15M | Buy |
10,138
+1
| +0% | +$212 | 1.74% | 10 |
|
|
2023
Q2 | $2.23M | Buy |
10,137
+76
| +0.8% | +$16.7K | 1.7% | 10 |
|
|
2023
Q1 | $2.05M | Sell |
10,061
-28
| -0.3% | -$5.72K | 1.67% | 10 |
|
|
2022
Q4 | $1.93M | Buy |
+10,089
| New | +$1.93M | 1.62% | 11 |
|