Financial Planners of Cleveland’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
2022
Q2
Sell
-96,727
Closed -$22M 53
2022
Q1
$22M Buy
96,727
+73,218
+311% +$16.7M 9.26% 3
2021
Q4
$5.52M Buy
+23,509
New +$5.52M 2.25% 8