Pinnacle Wealth Planning Services’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 | $668K | Sell |
2,199
-40
| -2% | -$12.2K | 0.09% | 143 |
|
|
2025
Q1 | $615K | Buy |
2,239
+379
| +20% | +$104K | 0.09% | 136 |
|
|
2024
Q4 | $539K | Buy |
+1,860
| New | +$539K | 0.08% | 150 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$58K | – | 1905 |
|
|
2020
Q4 | $58K | Buy |
+300
| New | +$58K | 0.01% | 721 |
|
|
2020
Q3 | – | Sell |
-11,971
| Closed | -$1.87M | – | 289 |
|
|
2020
Q2 | $1.87M | Hold |
11,971
| – | – | 0.61% | 33 |
|
|
2020
Q1 | $1.54M | Buy |
+11,971
| New | +$1.54M | 0.73% | 27 |
|