Mark Sheptoff Financial Planning’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
Q2 | $341K | Buy |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $298K | Hold |
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|
2024
Q2 | $282K | Buy |
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|
2024
Q1 | $271K | Hold |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $194K | Hold |
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|
2022
Q3 | $182K | Hold |
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|
2022
Q2 | $191K | Hold |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $245K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $198K | Hold |
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|
2020
Q3 | $173K | Sell |
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|
2020
Q2 | $198K | Hold |
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|
2020
Q1 | $163K | Hold |
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|
2019
Q4 | $207K | Hold |
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|
2019
Q3 | $191K | Hold |
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|
2019
Q2 | $190K | Hold |
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|
2019
Q1 | $183K | Hold |
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|
2018
Q4 | $161K | Hold |
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|
2018
Q3 | $189K | Hold |
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|
2018
Q2 | $178K | Hold |
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|
2018
Q1 | $172K | Hold |
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|
2017
Q4 | $174K | Hold |
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|
2017
Q3 | $164K | Hold |
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|
2017
Q2 | $157K | Sell |
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|
2017
Q1 | $153K | Buy |
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|
2016
Q4 | $146K | Buy |
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|
2016
Q3 | $138K | Hold |
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|
2016
Q2 | $133K | Hold |
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|
2016
Q1 | $130K | Hold |
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|
2015
Q4 | $129K | Buy |
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