Forbes 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 | $8.85M | Sell |
29,135
-1,265
| -4% | -$384K | 5.98% | 4 |
|
|
2025
Q1 | $8.36M | Sell |
30,400
-466
| -2% | -$128K | 6.19% | 4 |
|
|
2024
Q4 | $8.95M | Sell |
30,866
-244
| -0.8% | -$70.7K | 4.33% | 5 |
|
|
2024
Q3 | $8.81M | Buy |
31,110
+543
| +2% | +$154K | 6.35% | 5 |
|
|
2024
Q2 | $8.18M | Buy |
30,567
+755
| +3% | +$202K | 6.42% | 5 |
|
|
2024
Q1 | $7.75M | Buy |
29,812
+936
| +3% | +$243K | 6.67% | 5 |
|
|
2023
Q4 | $6.85M | Buy |
28,876
+1,209
| +4% | +$287K | 6.38% | 6 |
|
|
2023
Q3 | $5.88M | Buy |
27,667
+1,361
| +5% | +$289K | 6.3% | 7 |
|
|
2023
Q2 | $5.79M | Buy |
26,306
+30
| +0.1% | +$6.61K | 5.59% | 8 |
|
|
2023
Q1 | $5.36M | Buy |
+26,276
| New | +$5.36M | 5.28% | 8 |
|