Pinnacle Wealth Planning Services’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
2025
Q2
$668K Sell
2025
Q1
$615K Buy
2024
Q4
$539K Buy
2021
Q1
Sell
2020
Q4
$58K Buy
2020
Q3
Sell
2020
Q2
$1.87M Hold
2020
Q1
$1.54M Buy