Investment Planning Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$871K Sell
2025
Q2
$819K Buy
2025
Q1
$730K Buy
2024
Q4
$745K Sell
2024
Q3
$707K Hold
2024
Q2
$707K Buy