Investment Planning Advisors’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	$819K	Buy	2,695 +40	+2%	+$12.2K	0.29%	34
2025 Q1	$730K	Buy	2,655 +83	+3%	+$22.8K	0.3%	39
2024 Q4	$745K	Sell	2,572 -72	-3%	-$20.9K	0.33%	34
2024 Q3	$707K	Hold	2,644	–	–	0.36%	37
2024 Q2	$707K	Buy	+2,644	New	+$707K	0.36%	37