Meredith Wealth 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 | $3.01M | Buy |
9,911
+830
| +9% | +$252K | 1.09% | 14 |
|
|
2025
Q1 | $2.5M | Sell |
9,081
-282
| -3% | -$77.5K | 1.1% | 14 |
|
|
2024
Q4 | $2.71M | Buy |
9,363
+5,440
| +139% | +$1.58M | 1.21% | 13 |
|
|
2024
Q3 | $1.11M | Buy |
3,923
+7
| +0.2% | +$1.98K | 0.53% | 23 |
|
|
2024
Q2 | $1.05M | Sell |
3,916
-74
| -2% | -$19.8K | 0.55% | 23 |
|
|
2024
Q1 | $1.04M | Buy |
3,990
+851
| +27% | +$221K | 0.58% | 23 |
|
|
2023
Q4 | $745K | Sell |
3,139
-3
| -0.1% | -$712 | 0.46% | 25 |
|
|
2023
Q3 | $667K | Sell |
3,142
-59
| -2% | -$12.5K | 0.5% | 23 |
|
|
2023
Q2 | $705K | Buy |
3,201
+10
| +0.3% | +$2.2K | 0.57% | 19 |
|
|
2023
Q1 | $651K | Sell |
3,191
-463
| -13% | -$94.5K | 0.52% | 21 |
|
|
2022
Q4 | $699K | Buy |
+3,654
| New | +$699K | 0.6% | 19 |
|