OFC 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
2026
Q1
$742K Sell
2025
Q4
$777K Buy
2025
Q3
$691K Hold
2025
Q2
$640K Hold
2025
Q1
$579K Buy
2024
Q4
$608K Buy