Holistic 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 | $2.3M | Buy |
7,553
+2,576
| +52% | +$783K | 0.66% | 29 |
|
|
2025
Q1 | $1.37M | Buy |
4,977
+880
| +21% | +$242K | 0.46% | 41 |
|
|
2024
Q4 | $1.19M | Buy |
4,097
+798
| +24% | +$231K | 0.43% | 45 |
|
|
2024
Q3 | $934K | Buy |
3,299
+1,338
| +68% | +$379K | 0.4% | 57 |
|
|
2024
Q2 | $510K | Hold |
1,961
| – | – | 0.39% | 63 |
|
|
2024
Q1 | $510K | Buy |
1,961
+62
| +3% | +$16.1K | 0.39% | 64 |
|
|
2023
Q4 | $451K | Buy |
+1,899
| New | +$451K | 0.38% | 64 |
|