Keener 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 | $4.57M | Buy |
15,044
+2,421
| +19% | +$736K | 2.28% | 6 |
|
|
2025
Q1 | $3.47M | Sell |
12,623
-2,463
| -16% | -$677K | 2.25% | 6 |
|
|
2024
Q4 | $4.37M | Buy |
15,086
+2,982
| +25% | +$864K | 2.58% | 6 |
|
|
2024
Q3 | $3.43M | Sell |
12,104
-4,034
| -25% | -$1.14M | 2.24% | 8 |
|
|
2024
Q2 | $4.32M | Buy |
16,138
+1,747
| +12% | +$467K | 2.82% | 7 |
|
|
2024
Q1 | $3.74M | Buy |
14,391
+575
| +4% | +$149K | 2.57% | 7 |
|
|
2023
Q4 | $3.28M | Buy |
+13,816
| New | +$3.28M | 2.53% | 7 |
|