PDS Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

PDS Planning’s Portfolio VTI Stock Details VTI Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.46M	Buy	21,271 +181	+0.9%	+$55K	0.48%	37
2025 Q1	$5.8M	Sell	21,090 -46	-0.2%	-$12.6K	0.49%	36
2024 Q4	$6.13M	Buy	21,136 +430	+2%	+$125K	0.54%	34
2024 Q3	$5.86M	Buy	20,706 +930	+5%	+$263K	0.53%	32
2024 Q2	$5.29M	Sell	19,776 -272	-1%	-$72.8K	0.53%	33
2024 Q1	$5.21M	Buy	20,048 +114	+0.6%	+$29.6K	0.55%	32
2023 Q4	$4.73M	Sell	19,934 -61	-0.3%	-$14.5K	0.54%	34
2023 Q3	$4.25M	Buy	19,995 +2,557	+15%	+$543K	0.55%	35
2023 Q2	$3.84M	Sell	17,438 -206	-1%	-$45.4K	0.49%	35
2023 Q1	$3.6M	Buy	17,644 +417	+2%	+$85.1K	0.5%	36
2022 Q4	$3.29M	Sell	17,227 -3,589	-17%	-$686K	0.53%	36
2022 Q3	$3.74M	Buy	20,816 +982	+5%	+$176K	0.68%	29
2022 Q2	$3.74M	Sell	19,834 -508	-2%	-$95.8K	0.68%	31
2022 Q1	$4.63M	Buy	20,342 +3,114	+18%	+$709K	0.82%	25
2021 Q4	$4.16M	Sell	17,228 -588	-3%	-$142K	0.8%	26
2021 Q3	$3.96M	Sell	17,816 -1,143	-6%	-$254K	0.91%	26
2021 Q2	$4.22M	Sell	18,959 -1,064	-5%	-$237K	1.03%	24
2021 Q1	$4.14M	Sell	20,023 -1,214	-6%	-$251K	1.2%	21
2020 Q4	$4.13M	Buy	21,237 +156	+0.7%	+$30.4K	1.42%	17
2020 Q3	$3.59M	Sell	21,081 -120	-0.6%	-$20.4K	1.46%	19
2020 Q2	$3.32M	Sell	21,201 -1,395	-6%	-$218K	1.5%	19
2020 Q1	$2.91M	Buy	22,596 +4,269	+23%	+$550K	1.86%	16
2019 Q4	$3M	Buy	18,327 +666	+4%	+$109K	1.89%	17
2019 Q3	$2.67M	Buy	17,661 +545	+3%	+$82.3K	1.85%	19
2019 Q2	$2.57M	Buy	17,116 +251	+1%	+$37.7K	1.91%	17
2019 Q1	$2.44M	Sell	16,865 -2,341	-12%	-$339K	1.9%	17
2018 Q4	$2.45M	Buy	19,206 +456	+2%	+$58.2K	2.11%	15
2018 Q3	$2.81M	Buy	18,750 +550	+3%	+$82.3K	2.4%	14
2018 Q2	$2.56M	Buy	18,200 +125	+0.7%	+$17.6K	2.52%	12
2018 Q1	$2.45M	Buy	18,075 +862	+5%	+$117K	2.48%	13
2017 Q4	$2.36M	Buy	+17,213	New	+$2.36M	2.39%	13