Life Planning Partners’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 | $8.62M | Buy |
28,366
+407
| +1% | +$124K | 6.86% | 3 |
|
|
2025
Q1 | $7.68M | Buy |
27,959
+979
| +4% | +$269K | 6.96% | 3 |
|
|
2024
Q4 | $7.82M | Sell |
26,980
-887
| -3% | -$257K | 7.23% | 3 |
|
|
2024
Q3 | $7.89M | Buy |
27,867
+284
| +1% | +$80.4K | 7.05% | 3 |
|
|
2024
Q2 | $7.38M | Sell |
27,583
-498
| -2% | -$133K | 6.7% | 3 |
|
|
2024
Q1 | $7.3M | Buy |
28,081
+91
| +0.3% | +$23.7K | 7.27% | 3 |
|
|
2023
Q4 | $6.64M | Buy |
+27,990
| New | +$6.64M | 6.53% | 4 |
|
|
2022
Q3 | $5.09M | Buy |
28,351
+6,385
| +29% | +$1.15M | 5.83% | 4 |
|
|
2022
Q2 | $4.14M | Buy |
21,966
+1,763
| +9% | +$333K | 4.66% | 6 |
|
|
2022
Q1 | $4.6M | Buy |
20,203
+1,961
| +11% | +$447K | 4.68% | 6 |
|
|
2021
Q4 | $4.41M | Buy |
+18,242
| New | +$4.41M | 4.43% | 6 |
|