Mark Sheptoff 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 | $341K | Buy |
1,121
+50
| +5% | +$15.2K | 0.18% | 69 |
|
|
2025
Q1 | $294K | Hold |
1,071
| – | – | 0.16% | 75 |
|
|
2024
Q4 | $310K | Buy |
1,071
+17
| +2% | +$4.93K | 0.17% | 72 |
|
|
2024
Q3 | $298K | Hold |
1,054
| – | – | 0.16% | 75 |
|
|
2024
Q2 | $282K | Buy |
1,054
+10
| +1% | +$2.68K | 0.16% | 76 |
|
|
2024
Q1 | $271K | Hold |
1,044
| – | – | 0.15% | 78 |
|
|
2023
Q4 | $248K | Hold |
1,044
| – | – | 0.15% | 77 |
|
|
2023
Q3 | $222K | Hold |
1,044
| – | – | 0.14% | 77 |
|
|
2023
Q2 | $230K | Buy |
1,044
+29
| +3% | +$6.39K | 0.13% | 88 |
|
|
2023
Q1 | $207K | Hold |
1,015
| – | – | 0.12% | 93 |
|
|
2022
Q4 | $194K | Hold |
1,015
| – | – | 0.11% | 93 |
|
|
2022
Q3 | $182K | Hold |
1,015
| – | – | 0.11% | 89 |
|
|
2022
Q2 | $191K | Hold |
1,015
| – | – | 0.11% | 93 |
|
|
2022
Q1 | $231K | Hold |
1,015
| – | – | 0.12% | 98 |
|
|
2021
Q4 | $245K | Hold |
1,015
| – | – | 0.12% | 98 |
|
|
2021
Q3 | $225K | Hold |
1,015
| – | – | 0.12% | 101 |
|
|
2021
Q2 | $226K | Hold |
1,015
| – | – | 0.12% | 96 |
|
|
2021
Q1 | $210K | Hold |
1,015
| – | – | 0.12% | 92 |
|
|
2020
Q4 | $198K | Hold |
1,015
| – | – | 0.11% | 96 |
|
|
2020
Q3 | $173K | Sell |
1,015
-250
| -20% | -$42.6K | 0.11% | 98 |
|
|
2020
Q2 | $198K | Hold |
1,265
| – | – | 0.13% | 87 |
|
|
2020
Q1 | $163K | Hold |
1,265
| – | – | 0.12% | 85 |
|
|
2019
Q4 | $207K | Hold |
1,265
| – | – | 0.13% | 90 |
|
|
2019
Q3 | $191K | Hold |
1,265
| – | – | 0.13% | 93 |
|
|
2019
Q2 | $190K | Hold |
1,265
| – | – | 0.13% | 99 |
|
|
2019
Q1 | $183K | Hold |
1,265
| – | – | 0.13% | 100 |
|
|
2018
Q4 | $161K | Hold |
1,265
| – | – | 0.13% | 90 |
|
|
2018
Q3 | $189K | Hold |
1,265
| – | – | 0.13% | 104 |
|
|
2018
Q2 | $178K | Hold |
1,265
| – | – | 0.13% | 101 |
|
|
2018
Q1 | $172K | Hold |
1,265
| – | – | 0.12% | 108 |
|
|
2017
Q4 | $174K | Hold |
1,265
| – | – | 0.11% | 113 |
|
|
2017
Q3 | $164K | Hold |
1,265
| – | – | 0.11% | 120 |
|
|
2017
Q2 | $157K | Sell |
1,265
-1
| -0.1% | -$124 | 0.11% | 118 |
|
|
2017
Q1 | $153K | Buy |
1,266
+1
| +0.1% | +$121 | 0.11% | 119 |
|
|
2016
Q4 | $146K | Buy |
1,265
+25
| +2% | +$2.89K | 0.11% | 120 |
|
|
2016
Q3 | $138K | Hold |
1,240
| – | – | 0.1% | 114 |
|
|
2016
Q2 | $133K | Hold |
1,240
| – | – | 0.1% | 110 |
|
|
2016
Q1 | $130K | Hold |
1,240
| – | – | 0.11% | 110 |
|
|
2015
Q4 | $129K | Buy |
+1,240
| New | +$129K | 0.1% | 119 |
|