Plan Group Financial’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 | $6.27M | Buy |
20,616
+377
| +2% | +$115K | 2.06% | 9 |
|
|
2025
Q1 | $5.56M | Buy |
20,239
+1,075
| +6% | +$295K | 1.99% | 16 |
|
|
2024
Q4 | $5.55M | Buy |
19,164
+188
| +1% | +$54.5K | 2.93% | 9 |
|
|
2024
Q3 | $5.37M | Sell |
18,976
-598
| -3% | -$169K | 2.84% | 9 |
|
|
2024
Q2 | $5.24M | Sell |
19,574
-1,531
| -7% | -$410K | 3.2% | 9 |
|
|
2024
Q1 | $5.49M | Buy |
21,105
+2,646
| +14% | +$688K | 3.6% | 9 |
|
|
2023
Q4 | $4.38M | Buy |
18,459
+9,145
| +98% | +$2.17M | 3.84% | 8 |
|
|
2023
Q3 | $1.98M | Buy |
9,314
+8,035
| +628% | +$1.71M | 1.42% | 17 |
|
|
2023
Q2 | $282K | Buy |
+1,279
| New | +$282K | 0.24% | 53 |
|
|
2022
Q2 | $3.3M | Buy |
+17,500
| New | +$3.3M | 5.68% | 4 |
|