Plan Group Financial’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
Q3 | $7.11M | Buy |
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|
2025
Q2 | $6.27M | Buy |
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|
2025
Q1 | $5.56M | Buy |
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|
2024
Q4 | $5.55M | Buy |
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|
2024
Q3 | $5.37M | Sell |
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|
2024
Q2 | $5.24M | Sell |
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|
2024
Q1 | $5.49M | Buy |
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|
2023
Q4 | $4.38M | Buy |
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|
2023
Q3 | $1.98M | Buy |
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|
2023
Q2 | $282K | Buy |
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|
2022
Q2 | $3.3M | Buy |
|