Partners in 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 | $11M | Buy |
36,169
+34
| +0.1% | +$10.3K | 2.03% | 14 |
|
|
2025
Q1 | $9.93M | Buy |
36,135
+158
| +0.4% | +$43.4K | 2% | 13 |
|
|
2024
Q4 | $10.4M | Buy |
35,977
+341
| +1% | +$98.8K | 2.13% | 13 |
|
|
2024
Q3 | $10.1M | Buy |
35,636
+2,682
| +8% | +$759K | 2.04% | 13 |
|
|
2024
Q2 | $8.82M | Buy |
32,954
+630
| +2% | +$169K | 1.92% | 13 |
|
|
2024
Q1 | $8.4M | Sell |
32,324
-950
| -3% | -$247K | 1.87% | 14 |
|
|
2023
Q4 | $7.89M | Buy |
33,274
+165
| +0.5% | +$39.1K | 1.85% | 15 |
|
|
2023
Q3 | $7.03M | Sell |
33,109
-604
| -2% | -$128K | 1.81% | 15 |
|
|
2023
Q2 | $7.43M | Sell |
33,713
-358
| -1% | -$78.9K | 1.89% | 15 |
|
|
2023
Q1 | $6.95M | Sell |
34,071
-305
| -0.9% | -$62.3K | 1.83% | 15 |
|
|
2022
Q4 | $6.55M | Sell |
34,376
-487
| -1% | -$92.7K | 1.81% | 15 |
|
|
2022
Q3 | $6.92M | Buy |
34,863
+16,872
| +94% | +$3.35M | 1.98% | 12 |
|
|
2022
Q2 | $3.68M | Sell |
17,991
-420
| -2% | -$85.9K | 1.17% | 13 |
|
|
2022
Q1 | $3.94M | Sell |
18,411
-345
| -2% | -$73.9K | 1.24% | 13 |
|
|
2021
Q4 | $4.18M | Buy |
18,756
+1,279
| +7% | +$285K | 1.28% | 13 |
|
|
2021
Q3 | $3.88M | Buy |
17,477
+133
| +0.8% | +$29.5K | 1.21% | 13 |
|
|
2021
Q2 | $3.86M | Buy |
+17,344
| New | +$3.86M | 1.21% | 13 |
|