New England Professional Planning Group’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 | $852K | Hold |
2,804
| – | – | 0.39% | 12 |
|
|
2025
Q1 | $771K | Hold |
2,804
| – | – | 0.38% | 12 |
|
|
2024
Q4 | $813K | Hold |
2,804
| – | – | 0.4% | 14 |
|
|
2024
Q3 | $794K | Hold |
2,804
| – | – | 0.39% | 12 |
|
|
2024
Q2 | $750K | Hold |
2,804
| – | – | 0.39% | 11 |
|
|
2024
Q1 | $729K | Hold |
2,804
| – | – | 0.38% | 12 |
|
|
2023
Q4 | $665K | Hold |
2,804
| – | – | 0.38% | 11 |
|
|
2023
Q3 | $596K | Hold |
2,804
| – | – | 0.37% | 12 |
|
|
2023
Q2 | $618K | Buy |
2,804
+578
| +26% | +$127K | 0.36% | 13 |
|
|
2023
Q1 | $452K | Hold |
2,226
| – | – | 0.27% | 17 |
|
|
2022
Q4 | $426K | Hold |
2,226
| – | – | 0.24% | 18 |
|
|
2022
Q3 | $400K | Hold |
2,226
| – | – | 0.28% | 18 |
|
|
2022
Q2 | $420K | Hold |
2,226
| – | – | 0.29% | 16 |
|
|
2022
Q1 | $509K | Hold |
2,226
| – | – | 0.3% | 16 |
|
|
2021
Q4 | $523K | Hold |
2,226
| – | – | 0.32% | 14 |
|
|
2021
Q3 | $527K | Hold |
2,226
| – | – | 0.31% | 17 |
|
|
2021
Q2 | $511K | Hold |
2,226
| – | – | 0.31% | 17 |
|
|
2021
Q1 | $483K | Hold |
2,226
| – | – | 0.3% | 18 |
|
|
2020
Q4 | $433K | Hold |
2,226
| – | – | 0.31% | 18 |
|
|
2020
Q3 | $399K | Hold |
2,226
| – | – | 0.32% | 16 |
|
|
2020
Q2 | $379K | Sell |
2,226
-24
| -1% | -$4.09K | 0.29% | 25 |
|
|
2020
Q1 | $320K | Buy |
2,250
+24
| +1% | +$3.41K | 0.3% | 27 |
|
|
2019
Q4 | $364K | Buy |
+2,226
| New | +$364K | 0.29% | 30 |
|